EI Personal Finance - Track Your Results One Quarter at a Time

Episode 5 - Chasing Hype and Doom


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This week we talk about avoiding too much hype or doom in the markets. We have seen a lot of volatility in the last three months and fully expect this to continue.

Using the 30 Minute Drill we stick to our plan and given the great runs of 2023 and 2024, taking some profit and re-deploying to cash and equivalents not a bad idea.

Work with your advisor to re-calibrate your portfolio appropriately, but re-balancing should be part of the plan !

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EI Personal Finance - Track Your Results One Quarter at a TimeBy Express Innovation