A Simple Flowchart to Determine What (if Anything) You Should Do.
After the end of the 2008 financial crisis, investors rode a wave of optimism for close to a decade, pushing markets past historical highs and giving investment portfolios a healthy boost after the losses sustained during the bear market downturn. However, there are signs that the relentless market optimism is petering out, and I want you to be prepared for volatility. Though we can’t predict the future, expecting the next few years to be volatile is a smart bet. Whether you are in retirement or close to it, or many years away, this simple flowchart will guide you through the questions you need to ask to help determine whether you’re on the right track for volatility or dangerously off course with your investments.
