It’s easy to get caught up in market noise — headlines, predictions, economic data, and sentiment swings. Our job is to help you stay focused on the long-term, avoid the behavioral traps that derail many investors, and ensure your portfolio is aligned to your goals.

Here are a few reminders to keep your financial footing steady in any environment:

• Have adequate cash reserves. Keep 3 – 6 months of expenses in a separate savings account for emergencies.
• Diversify your investments. A mix of assets can help cushion against losses in any one area.
• Stick to your plan. Markets move. Your plan should guide your actions, not emotions.

If you’re feeling unsure or want to walk through how your plan is positioned, give us a call. We’re here to help you stay on track.

Sincerely,

Katz Family Financial