Learn more at VertexPlanningPartners.com
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The testimonial statements were made by clients of the financial professional as of 01/18/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
© 2024 Vertex Partners. All rights reserved.
Connecting with Vertex Planning Partners is your first step towards the freedom and flexibility of independence. Reach out to discuss how to take the first step.
Schedule a meeting with a Managing Partner from Vertex Planning Partners to answer your questions.
p: 630.836.3300 – e: in**@************rs.com
Enter your email to download our Independent Advisors eBook and unlock the secrets to a tailored financial future.
How to manage around market volatility
We have received many questions from clients regarding managing investment portfolios during market volatility. This is an especially timely topic given the market’s recent performance, with the S&P 500 down 13% so far this year. Understanding how to navigate market turbulence is crucial for long-term financial success, as volatility is an inevitable part of investing. Here are some key strategies to consider:
20- year period where diversified portfolios experienced average annual declines.
The included chart shows total returns and pullbacks of the stock market, illustrating that while significant intra-year declines are common even in positive years, markets have historically recovered and moved higher over time. This visual reminder can help maintain perspective when volatility increases.
Remember that market volatility, while uncomfortable, is the price investors pay for long-term growth potential that has historically outpaced inflation and helped build wealth over time.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Share This: