Retirement Planning - Money Not Math

Author: Drew Erickson

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
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📈5 Strategies for Navigating the Market Roller Coaster! Money Not Math 159 📉
Episode 159
Monday, 31 March, 2025

Feeling the ups and downs of the stock market? 🌊 Don't worry, you're not alone! Check out these five essential strategies to help you ride the market roller coaster:1. Embrace the Long Game: Investing is a marathon, not a sprint. Focus on your long-term goals and checkout the Probability of Positive Returns graph I highlight in the video.2. Diversify Your Portfolio: Spread your investments across various asset classes to reduce risk.3. Rebalance Periodically: Keep your portfolio in check by adjusting your asset allocation regularly.4. Tune Out the Noise: Limit exposure to financial news that can cause unnecessary stress.5. Harvest Tax Losses: Use market downturns to your advantage by offsetting gains with losses.Stay calm and invest wisely! 💡💪Thank you for taking the time to watch or listen to today’s Money Not Math episode. Please help me provide more value to more people by sharing it with a friend, sharing it on your social media page and commenting with a question or thought. Or, if you would like to ask me a question privately or schedule a meeting, please email me at drew@5stonefinancial.com.Articles referenced: https://www.morningstar.com/markets/5-strategies-riding-market-roller-coaster?utm_source=eloqua&utm_medium=email&utm_campaign=MorningDigest&utm_content=None_62390&utm_id=32286 www.ftportfolios.com Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.