No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will my portfolio recover?”
Your Portfolio Is Secure
While the severity of these events is not to be minimized and no one saw this coming, we want to reassure you. We’ve been in this record-long bull market for a while and have reaped the benefits of stellar market performance. But what goes up must come down, and the market moves in cycles. What really matters when it comes to your money is how you react to the market cycles.
In other words, we knew that a market downturn was possible and we’ve positioned your portfolio to be resilient despite the volatility. We adhere to balanced investment strategies that take into account all possibilities. We believe that a well-diversified portfolio designed with your specific time horizon in mind should be able to meet your needs regardless of what the market does in 2020.
Rely On Us
These are stressful times for all of us, but one thing we don’t want you worrying about is your money. If you want to make sure your investment strategies still align with your goals or if anything has changed in your life or plans, we at Bridgerland Financialwould love to chat with you and review your situation. If you have any concerns in this unprecedented time, please do not hesitate to reach out to us. We are here for you. Schedule a virtual appointment or contact us at firstname.lastname@example.org or (435) 535-1630.
David Packer is founder and financial advisor at Bridgerland Financial, an independently managed financial firm in Utah. With 20 years of industry experience, David serves his clients by helping them bridge the gap between their working years and their retirement. He provides tailored, comprehensive financial plans to his business owner and individual clients so they can retire with confidence. David has a bachelor’s degree in finance and holds the Chartered Retirement Planning Counselor℠ (CRPC®) credential. Outside of the office, David loves to spend time with his wife and five kids and stay involved in his community. He currently serves on the board of directors of the Cache Valley Chamber of Commerce. He and his wife, Melonie, spent years as foster parents and eventually adopted their foster children. David loves playing and watching all kinds of sports, including officiating high school sports, and won’t turn down a good board or card game. Learn more about David by connecting with him on LinkedIn.