Skip to main content

  •  Toll Free: 800-222-2091
  •  Fax: 800-249-9403
  • Client Login
  • Contact Us
  • NEWSLETTER SIGN UP
  •  
  •  
  •  

  • Home
  • How We Help 
    • Financial Counseling
    • Investment Management
    • Retirement Planning
    • Risk Management
    • Worksite Education for Employees
    • State Employees and Healthcare Professionals
  • How We Work 
    • Our Approach
    • Our Process
  • Our Story 
    • White Plains Branch
    • Long Island Branch
    • Syracuse Branch
    • Florida Branch
    • Events
    • FAQs
  • Blog
  • Articles 
    • Madison in the News
  • Videos

Everyone has a story.

What's Yours?

    You are here

  1. Home
  2. Blogs
  3. Coping with Market Volatility: Avoid Rash Decisions

Book a Meeting

Coping with Market Volatility: Avoid Rash Decisions

Submitted by Madison Planning Group on March 30th, 2020

If you've been watching the market lately, perhaps the first question on your mind is, "Should I make a big change in my investments?" In reality, a volatile market isn't the best time to do a complete makeover of your portfolio, especially if you have long-term financial goals you're trying to address. Even if you feel that your portfolio needs adjusting, maintaining a firm grasp on your fundamental investment strategy can help you be more thoughtful about making any changes.

 

Think of each investment as a tool in your investing tool kit, and your asset allocation strategy as your blueprint. Some investments are generally designed to pursue long-term growth, others to provide income, and still others to represent stability. Each is valuable in its own way, but it doesn't make sense to use a hammer to remake your portfolio if what you really need is a screwdriver to make minor adjustments. Don't randomly abandon one investment for another unless you know its intended role in your portfolio, whether that role is still appropriate, and the pros and cons of any replacement you're considering.

 

Remember that diversification can help offset the risks of certain holdings with those of others. When one type of investment is losing ground, another may be gaining or holding steady.

 

Diversification and asset allocation cannot ensure a profit or guarantee against a loss, but they can help you understand and manage investment risk.

 

In these uncertain times, it's easy to let fear guide your decision making. But when it comes to your investments, a more rational outlook may be your strongest ally. We're here to help and to answer questions.

 

Although there is no assurance that working with a financial professional will improve investment results, a professional can evaluate your objectives and available resources and help you consider appropriate long-term financial strategies.

 

All investing involves risk, including the possible loss of principal, and there is no guarantee that any investment strategy will be successful.

Tell a Friend

10 New King Street, Suite 104
West Harrison, NY, 10604

  • Disclosures and Privacy
  • Form ADV
  • Form CRS
  •  Toll Free: 800-222-2091
  •  Fax: 800-249-9403
  •  bschwartz@madisonplanning.com
  •  
  •  
  •  
Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

© 2022 Madison Planning Group. All rights reserved.

Website Design For Financial Services Professionals