Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu
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We have no doubt that the Coronavirus and the market volatility surrounding it have dominated your newsfeed of late. Naturally, this leads to questions and concerns about the market in general, and about how it impacts you specifically.
It is true that there are a lot of variables at play, a great majority of them out of your control. What is under your control is how you respond, or not. First and foremost, do not let fear guide your decisions. Market swings are inevitable. Long-term, goal-oriented investors understand the need to stay the course and, at times, do nothing at all. Dave Ramsey suggests the following, “Do not get off the roller coaster in the middle of the ride.” Those who heeded this sound advice back in 2008 benefitted from the market rebound in 2009 and beyond.
Of course, our Financial Advisors are always available to address any specific concerns you may have and, if necessary, re-evaluate your financial plan. Clearly, times change. If your life, goals, or risk tolerance has changed, let’s sit down and make sure we are still on the best track for you to achieve financial independence.
Please know that Trilogy Financial remains committed to providing the resources you need to navigate through the uncertainty. Most importantly, rest assured knowing that this too shall pass and that you are not alone.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
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Starting and growing a business can be very challenging. While it’s possible to achieve some of your financial goals without consulting a financial planner, working with one can have more advantages to both your business and personal financial health. We spoke with experts who shared a few signs you need a financial planner.
Here are the top 21 telltale signs you may need a financial planner:
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