posted on June 12th 2020 in Financial Planning with 0 Comments /

Are you one of the many people who sold at the end of March when the market dipped — and are now wondering what to do next? In a new video, WorthPointe founder Christopher Van Slyke and advisor John Chapman discuss the value of putting the past behind you and moving forward with a focus on taking smart risks. 

They note that panicking at the first sign of a down market may reflect a need to reset your risk tolerance, so you can enjoy the benefits of staying in for the long term. Hear their thoughts on dollar cost averaging, the value of being conservative, the upside of having a diversified strategy and more here.

other articles by:

Continue Reading

Other articles filed under Financial Planning

The Morgan Report 2024 Q1 Review: 3 Simple Ways To Reduce Risk

April 18, 2024 - After periods of robust stock market performance, many investors feel like they might want to reduce their risk or exposure to stocks as they foresee an inevitable downturn right around the corner. They may be right, they may be wrong,...
Continue Reading

The Morgan Report: 2023 Q4 Review Outsource Busy

January 26, 2024 - Everyone I’ve been speaking with lately agrees that 2024 has hit with a bang and everyone seems to be very busy. Thankfully, it seems that it’s a good-busy with family, work, travel, and projects. The double-edged sword of a relaxing...
Continue Reading

The Morgan Report Q3 2023 Review: Breaking Bad… Behavior

October 12, 2023 - Quick Quiz: What do you think I feel is the most important role as an advisor with my clients? Financial Planning Behavioral Coaching Investment Management Resource Due Diligence I’ll answer below but let me provide some insights first. A study...
Continue Reading

The Morgan Report Q2 2023 Review: Sustained Motivation

July 13, 2023 - Here are two observations I have on life: Motivation does not sustain itself. Discipline and continued effort is a challenge. Staying motivated in one specific area of your life is a very challenging proposition. In reality, we are multitaskers juggling...
Continue Reading

The Morgan Report Q1 2023 Review: Trying To Be Super Awesome Is Not Sustainable

April 12, 2023 - When investing, it would be awesome to be super awesome all the time. Unfortunately, unlike the fictional world of Lake Wobegon or The Incredibles, reality is not very accommodating to over confident fantasies of perpetual awesomeness. As a father of...
Continue Reading

Return to Blog Home