If you have been watching the news about the stock markets, you have likely noticed that volatility in the markets is rearing its ugly head. We know it’s difficult to watch your account balances fluctuate and we understand the anxiety. While turbulence is unsettling, we believe it’s important to step back from the daily market gyrations when thinking about your long-term portfolio.
It is important to remember that the businesses you own (and lend your money to) are constantly adapting to changing political and economic environments. Remind yourself that the owners of those companies are focused on keeping their businesses profitable. They react swiftly to changing environments.
The short-term market swings are investors reacting to uncertainty about a coronavirus (COVID-19), and/or the upcoming Presidential election, and/or anything else going on in the world that may affect businesses.
We encourage you to focus on your long-term investment plan and avoid making any reactionary/emotional investing decisions.
Windward’s systematic, weekly rebalancing process is designed to look for rebalancing opportunities during these short-term market swings. As the market sorts itself out, we will continue to look for rebalancing opportunities.
We know that focusing on the long-term is easier said than done. We are here to help. Please contact us if you would like to revisit your long-term plan and/or discuss anything else in more detail.
This blog 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’ 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.