Recent market volatility gives investors an uneasy feeling. There is no need for panic if you have clearly defined your timelines for invested assets. In fact, this may be a good opportunity for investing some assets when prices are lower.
The key for investors are defined timelines
Assets that are currently needed need to be in safe liquid accounts. Ones with longer timelines are more aggressively invested so that there is opportunity for better returns.
There is no need to place all of your assets into one basket. Planning timelines for each portion needed during your lifetime is the best approach which eliminates the anxiety that short term volatility can bring.
SouthPoint Financial Services Financial Advisors are here to help members with their asset timelines. To speak with an advisor today, call us at 877-794-6712.
Neither Cetera Advisor Networks LLC nor any of its representatives or agents give legal or tax advice. For complete details, check with your tax consultant or attorney. Cetera Advisor Networks, LLC is located at SouthPoint Financial Services, 706 North German Street, New Ulm MN 56073. OFFICE: 507-233-5600 Ext. 624 TOLL FREE: 877-794-6712 MOBILE: 507-217-9038 FAX: 507-533-5601 Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. investments are: • Not FDIC/NCUSIF insured May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.