Given the reemergence of trade tensions between the U.S. and China, talks of impeachment, unrest in the Middle East and continued worries of a global economic slowdown, there is no shortage of headlines contributing to recent market volatility. It is normal to feel a bit anxious or nervous about how these events will affect your portfolio. However, it is important to stay focused on the long term and try to look past these short term market events. All of us here at Well-Traveled Wealth are committed to being by your side for the long haul and helping you stay focused on your goals rather than being distracted by the news.
All of the portfolio's that we have created for our clients remain focused on proper asset allocation1 and risk mitigation. A well-diversified2 portfolio is designed to help you achieve your long-term goals as well as limit your portfolios downs (and ups). But it doesn’t always feel good. You may get upset when you inevitably lose money during certain periods (though your loss is likely less than that of the S&P 500 Index). You may also be disappointed during up markets when you see how well the S&P 5003 Index performed, and you didn’t do as well. The good news: a diversified portfolio may produce a better outcome for you in the long-term.
As your advisor, our job is to support you through times of market volatility and to help you remain focused on your goals. Click on the link below to see how your performance may "feel" compared to the actual long term result. As always, we value your trust in us and are always here for you.