Evergreen Exchange

How to Plan for Market Volatility

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In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile.

Some topics they cover:

  • How do we advise clients during times of volatility?
  • Timing the market is difficult. Is now a good time to get into the market? How are we advising new clients?
  • What are some specific strategies we recommend when the market is down?

    • As always, thank you for listening! This episode was recorded on 8/8/2022.

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    Evergreen ExchangeBy Evergreen Gavekal
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