The stock market has been in a state of volatility for much of the past two years but it seems like that uncertainty has ramped up even more in recent months. When we get into one of these up-and-down environments, what’s the best way to invest your money without taking on too much risk?

 

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What we discuss in this episode: 

0:32 – Volatility in the stock market

2:46 – Index funds safer?

4:48 – Strategies for diversification 

6:57 – Is your advisor focused on planning or selling?

8:50 – How our process has evolved

12:35 – An overview of our process