The emotions resulting from market volatility can affect the decisions we make with our investments.

During these periods of uncertainty, a focus on what you can control – your personal investment strategy and financial plan – provides the peace of mind that you have a plan designed to track and reach your financial goals. Smart financial planning relies on four key principles to help navigate volatile markets and uncertainty.

  • Principle 1: Focus on your personal investment horizon
  • Principle 2: Focus on your asset allocation
  • Principle 3: Review your financial plan
  • Principle 4: Speak with your Financial Advisor

Watch the video below to learn more.

About the author

Martin Schamis

Vice President & Head of Wealth Planning

Read more from Martin Schamis

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/