The Answer to Volatility is Financial Planning

Are you worried about markets, retirement and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 640% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is hot, global stimulus and high inflation. Central banks are behind the curve but we will make progress. See the video and the data. Sometimes the “safe” allocation is actually “risky” over 7, 10 or 20 years. In our planning software, we model for recessions. We plan for them. They are not fun and we all hate losing money over the short-term but to win the game, we need long-term compounding over decades. Stay calm!

Let me know how I can help. If you want to review your current allocation with Todd, set up a 30 minute meeting at the link below. Stay calm, we are here to help!

Each week we read dozens of blogs, articles, whitepapers, and presentations as part of our investment process. Below are some of the most important slides, charts, and commentary about the economy, markets, and industry trends. See our previous blog below — Tough Choices!

If you want to work on your personal financial plan or want a 2nd opinion about your strategy & red flags, please schedule a meeting. Click this calendar link to schedule a meeting with Todd — We give free 2nd opinions about your portfolio and strategy – https://calendly.com/todd-iia 

• Additional blogs:
• Tough Choices — What do we own & why? 2/17/2022
• Are Things Getting Better or Worse? 10/15/2021
• Back to Normal but Now What? 5/7/21
• Why Planning & Why Now! 5/14/20
• Are You Prepared for Volatility 2/25/20
• Managing Risk with Eyes Wide Open  10/25/19

Thanks for reading/ watching. This website is for educational purposes only and is not investment advice. Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.