Presilium Private Wealth

TBQ 21 - Mindset & Preparation


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This month's Big Question focuses mindset and preparation for significant market downturns, emphasizing the importance of maintaining a disciplined investment strategy rather than panicking and shifting to cash or bonds.

Key strategies we cover include rebalancing portfolios to move funds from expensive to inexpensive areas, regularly reviewing and refreshing financial plans, and conducting mental exercises to assess one's reaction to a 30% portfolio drop.

The goal is to anticipate and plan for market uncertainties proactively, ensuring readiness through collaboration and maintaining investment discipline.

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.

Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

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Presilium Private WealthBy Jerry Davidse