For those clients that were able to attend my anniversary celebration last December, the highlight for me was to have my friend, Jim Allworth speak to my clients directly and in person. Jim has over 50 years of experience and has influenced my thinking and approach to managing money more than any other person. At least every quarter for the last 30 years, I have listened to Jim on market update conference calls but not surprisingly, it is during times of market turbulence that his experience and common sense approach has been most valuable to me and, hence, to my clients.

 

On Wednesday, April 9, the day the US market jumped 9%, Jim shared his thoughts on the recent market downturn, what past market declines have taught us and some suggestions for the short and long term. This is well worth 30 minutes of your time.

 

Portfolio Advisor Newsletter - A conversation on navigating market uncertainty

 

 

I’m here if you need me. Don’t hesitate to reach out you have any questions.