As market uncertainty looms, the question that plagues every investor's mind is when to overhaul their investment portfolio. The upcoming year looks like it could be filled with volatility once again, so how should your investments be positioned?

In our latest podcast, we featured Matt Pastor, RICP to discuss investment strategies and unpack the critical decision-making that comes with adjusting your assets in response to market shifts. With the focus on avoiding the classic blunders of buying high and selling low, Matt shed light on the importance of a proactive approach over a reactive one, especially as you sail towards the golden years of retirement.

 

Here’s some of what we discuss in this episode:

• The goal in planning is to be proactive and not react to what’s happening in the market.
• What are some times where we felt the need to overhaul a portfolio?
• An example of a time someone thought they needed to overhaul their portfolio but we explained why they didn’t.
• The planning strategies we discuss with clients when constructing an investment plan.

 

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