Recent market volatility in December 2018 has risen to higher levels. During periods of upside market volatility, investors’ concerns are absent. However, things tend to change when the markets are moving down. Feelings of fear are very normal in today’s world, but we have new information to help guide us.
In recent years, market history and knowledge has progressed. Yet, too many investors ignore the data and react when the market changes direction. These impulsive reactions of fear almost certainly lead to outcomes that are not desired or necessary. While investment markets react to the economy, the economy moves much more smoothly than the stock markets as shown in the video. In this video, the evidence is clear that investors who react emotionally, end up making mistakes. These mistakes make achieving goals and dreams more difficult.
Today, White Oaks has significant resources. Our evidence is well designed, researched and consistently monitored to help clients achieve long-term goals and dreams. For your review, here are just a few article regarding market volatility:
As an independent, objective, financial advisor, that operates on a fee-only basis, White Oaks Wealth Advisors helps its clients navigate through challenging times. Through communication and education, White Oaks guides clients to the most productive path forward.
Robert Klosterman, CFP® is Founder of White Oaks Wealth Advisors, Inc., a fee-only wealth management firm, and its predecessor R.J. Klosterman & Co, Inc. Bob has been a Certified Financial Planner licensee since 1989. He has a clear vision for the future having worked in financial planning since 1975, and feels a strong need to provide people with expert and independent wealth advisory services. As a Certified Financial Planner and certificate holder for Family Wealth Advising, Bob’s expertise and guidance have helped to fuel the steady growth of the firm. Today, White Oaks Wealth Advisors boasts a talented staff of advisory professionals, hand-picked for their financial planning and wealth management knowledge as well as their dedication to client service.