Don't go it alone.

Mary Schulz |

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.

If you zoom out a bit in history, most investors haven't lived through a prolonged price drawdown. For example, a bond fund manager would need to be around 80 years old today to have been working during the inflation of the 1970s (the last time we saw similar movements to what we’re seeing today). At the time, that market dip would have felt very scary, but if you look at a timeline from before then through today, it’s barely a blip on the screen.  Furthermore, conditions are different this go-around.  We are certainly living through unusual times.

But price swings aren’t surprising to those who are prepared, and you don’t have to figure things out on your own.

When we create a portfolio for you, we look at your unique goals, time horizon, and risk profile. Our team has managed several market cycles, and we’ve seen plenty of ups and downs across the investing process.

Please reach out if today's markets have you feeling uncertain. You don’t have to go it alone: we are here to help you keep things in perspective.

Calm, cool and collected.

 

Sincerely,

Mary Schulz


 

Mary may be reached at (520) 495-2800 or Mary@schulzfinancialgroup.com.

 

Schedule an appointment with me by clicking here: https://go.oncehub.com/MarySchulz

For your convenience, we offer in-person, virtual, or phone meetings to suit your needs.

 

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

 

This material was prepared by MarketingPro, Inc. for use by Mary Schulz