Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • Services
    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Encouragement in a Bear Market

Home » Windward Passages » Encouragement in a Bear Market

Encouragement in a Bear Market

Posted on: September 21, 2022

Market volatility has been the unfortunate reality most of 2022. As the economy grapples with inflation and higher interest rates, significant drops in equities and bonds this year have been difficult to stomach.

Here are a few reminders:

  • You are a long-term, goal-focused, plan-driven investor. Revisit your financial goals and the actionable steps you are taking to reach those goals.
  • You own a diversified portfolio of superior companies. Review the companies you are invested in your portfolio. These companies have demonstrated the ability to increase earnings (and in most cases dividends) over time, thus supporting increases in their value.
  • Review your portfolio for rebalancing and tax-loss harvesting opportunities. Windward is reviewing your managed account(s) on a weekly basis.
  • Pay down debt. When returns in the stock and bond markets are poor, one way to boost your personal return is to pay down interest-bearing debts. Interest saved is interest earned.
  • Do not react to current events, no matter how distressing they may be. After 30 plus months of chaos—the pandemic in its several variants, the election that would not end, roaring inflation, the supply chain mess, war in Europe and so on—we’re all understandably exhausted. When the impulse to capitulate—to get to the “safety” of cash—becomes strongest, that’s when the impulse must be resisted most strongly.
  • Talk to your financial advisor. We’re here to talk all this through with you at any time, whether you are already a client or you are looking for a trusted wealth manager

We are here to help and you are not alone. If you would like to set up a call with your wealth management team or are interested in working with Windward, click here.

 

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Filed Under: Current Events, Investment Planning, Recent Posts

Subscribe

Windward Passages

Sign up here to get weekly financial insights delivered to your inbox

Recent Posts

  • Reviewing Your Tax Returns
  • RMD Changes, SECURE Act 2.0, & Chiefs Parade
  • SECURE Act 2.0 Updates
  • Five Ways SECURE 2.0 Changes the RMD Rules
  • Accounts to Save More

Categories

  • Budgeting, Cash & Debt Management
  • Building Wealth
  • Charitable Giving
  • Current Events
  • Education Planning
  • Estate Planning
  • Financially Independent
  • Getting Started
  • Income Tax Planning
  • Investment Planning
  • Leaving a Legacy
  • Newsletter
  • Other Resources
  • Recent Posts
  • Retirement Savings & Income Planning
  • Risk Management & Insurance Planning
  • Self-Employed
  • Webinars & Videos

Archives

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
Copyright © 2020 - All rights reserved  | Site Map | Privacy Policy | Terms of Use |
Site by Thrive Internet Marketing Agency

Our new KC North office address is 851 NW 45th St., Suite 106, Kansas City, MO 64116