Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle.
When some of our more experienced team members were first starting out in finance, average investors typically checked in on their accounts once or twice a quarter when their custodians sent paper statements. As for the Dow Jones and S&P 500, you'd usually see two numbers every day: one on the morning news and another in the evening. Today, watching your nest egg fluctuate in real time while social media and cable news shout a steady stream of panic can make it feel like your financial plan is living and dying moment by moment.
Our Life-Centered Planning process always considers all the available data that could impact you and your money. But we also take in a much wider view of the markets, your plan, and your goals for the future. You can see that same big picture if you unplug, step back, and focus on three important investing principles.