It never hurts to be financially prepared for all types of market and economic conditions.
In fact, that’s how we build plans at Truepoint; to weather a variety of turbulences. During times of tumult, you may find yourself feeling anxious about or preoccupied with the unknown. Perhaps you’ve found yourself asking questions like these:
We hear these concerns from our clients every day. Rather than worrying about the unknowable (and the uncontrollable), we encourage our clients to instead focus attention on what can be controlled—from conscientious saving to thoughtful emotional mediation.
Ready to take a step toward finding your financial peace of mind? Click below to schedule a meeting with a member of our team.
Not ready for a conversation? Feel free to get to know our team and capabilities a bit better by accessing the library of resources below. We hope these resources serve to keep you informed and grounded as you navigate these moments of turbulence.
Following two years of sharp and consistent market gain, the S&P 500 Index has fallen to levels not seen in over a year. And while bonds have offered some “relative protection,” the broad bond market has performed worse so far in 2022 than in any complete year since 1842. Read more.
Truepoint Director of Investment Management & Shareholder Scott Keller covers the current market environment, historical volatility, and ways to capitalize on volatility in a video and downloadable eBook. See more.
Google Trends, which measures the frequency of internet searches over time, proves that individuals are increasingly concerned about inflation – and they should be. Inflation is, generally, the most significant risk for retirees. One could even argue that the primary motivation for investing is to grow your wealth over and above the rate of inflation. Read more.
Dr. Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. These are his seven tips for successful investing, focusing on investor behavior, psychology, and emotions. Read more.
Amid soaring inflation, rising interest rates, and the stock market decline, the New York Times interviewed 10 of the nation’s leading economists. Their responses, in blue, provide valuable insight into our current economic state and where we may be headed. Read more.
At Truepoint, we believe that good relationships happen when we invest in building teams of smart, caring people who work together to deliver peace of mind and possibility to every person we touch. If you’re curious to know what it’s like to work with this group of advisors, schedule a meeting with us!