The SP500 entered bear market territory on Monday June 13th. In this video, I discuss:
- What does that mean?
- Well, we’ve seen this before. Many times!
- Should it concern us?
- We don’t think it should if you are our client. Remember, what you own, why you own it and how the investments in your portfolio work. Give us a call if you forgot – we’d love to hear from you.
- What do we need to do?
- For most of us, nothing. We’ve already done the work in anticipation of markets like this. Remember, we pivot BEFORE we get tackled and we adjust BEFORE we see trouble in the market.
- What COULD we do?
- While most of us don’t need to do anything, we continue to look at opportunities as a result of a dislocated market. Roth Conversions, Putting Money to work and other opportunities may exist for individuals. Call us if you are feeling opportunistic as well!
Our entire team is here for you and we welcome a conversation.
– Ben James
