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Robert A. Imparato, Jr CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Craig A. Hyldahl CFP®
CERTIFIED FINANCIAL PLANNER™ professional
R.I.C.H. Planning Group, LLC
105 Fieldcrest Avenue, Suite #507
Edison, NJ 08837
Robert: 732-326-5240
Craig: 732-326-5240
Fax: 732-326-5331
Robert: robert@richplanninggroup.com
Craig: craig@richplanninggroup.com
Website: www.richplanninggroup.com
It seems like any piece of news can either rattle or encourage stock markets these days, propelling stock prices to rapidly decrease or increase and giving some investors heartburn as they worry and watch. If you are a long-term investor, you typically don’t need to fret about short-term volatility. But if you can’t help worrying or you have a shorter investment timeframe, consider the following tips to help ease your concerns.
Regardless of timeframe, never invest in a way that makes you feel uncomfortable. While markets ebb and flow, individual securities and those of smaller industries can decline and never return to their former glory, leaving investors with permanent losses. Work with your financial professional to ensure you have a mix of investments that helps compensate for the poor performance of a few.
A more conservative approach may potentially limit losses, as can spreading your risk by diversifying* among and within asset classes. Diversify by asset class by spreading your investment dollars among stock, fixed income and money market asset classes. Diversify within an asset class, for example, by choosing large-cap and small stocks and domestic and international equities.
*Diversification cannot eliminate the risk of investment losses. Past performance won’t guarantee future results. An investment in stocks or mutual funds can result in a loss of principal.
GE-2441510a (04/19)(Exp. 04/21)
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Securities offered through Equitable Advisors, LLC (NY,NY (212) 314-4600), member FINRA,SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in California as Equitable Network Insurance Agency of California, LLC; in Utah as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice.
R.I.C.H. Planning Group, LLC is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.
GE-4833845.1 (7/22)(Exp. 7/24)
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