Investing, Student of the Market
Ryan Weiser
Student of the Market - May 2025
Student of the Market - May 2025

Investing

Should You Change Your Investing Strategy

Should You Change Your Investing Strategy

With the market volatility over the past 3 months, many investors are asking, "Should I be changing my investments?

There is no one-size-fits answer, but some tweaks might make sense.


Disciplined investors create a diversified portfolio of investments that are not all directly correlated to each other. Wise investors take this one step further and adjust their portfolios as market cycles shift. A consistent buy-and-hold strategy might be far more risky than one that involves tactical shifts according to the season.

Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.

Trying to answer these questions may be intimidating but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, that may help improve investors’ odds of investment success in the long run.