With planning and strategizing, long-term investors can ride this downturn out, with the potential of positioning themselves advantageously once the market changes.
Only once clients unpack what money means to them individually can they take it to the next level and work to reconcile their views with others in the family.
It’s common for financial advisors to share that they are “uncomfortable” thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change?