After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing the VIX index of stock market volatility to its highest level in six months.
In times of market stress, it’s important for investors to maintain perspective on the critical issues and not overreact to headlines. How can investors understand and weather this period of market volatility?
More than an advisor, we seek to be your partner, coach, and friend. We seek to help you interpret today’s financial climate, determine your most important financial and life objectives, and assess your progress towards these very important goals. Our hope is to not only empower you with a comprehensive financial plan, but to develop a lifelong relationship where we revisit, refine, and refocus your plan along the way.
Are you retired or retiring soon? If so, this is all the more reason to review and possibly adjust the investment mix in your portfolio. Consistent income and the growth of your invested assets will be among your priorities, and therein lies the appeal of a balanced investment approach, with the twin goals of managing risk and encouraging an adequate return.
The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, and even, rented your first apartment. With this new freedom comes real responsibilities, including protecting yourself from the financial risks that life presents.
Rainer Wealth Management
390 Diablo Road, Suite 202 | Danville, Ca 94526 | (925) 217-4280
