Your Financial Compass Radio Show

Radio Show #7: What Should You Do in a Market Downturn?

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In this week’s show, we want to spend some time on an often daunting topic: market downturns. With over 20 years of experience in comprehensive financial planning, our team can offer invaluable advice on how to manage your investments and emotions during volatile times.

Over the course of this episode, we’ll covers investment strategies, the role of financial advisors, and the significance of regular communication with clients. Market downturns are inevitable, and even the most seasoned investors can’t predict when they will occur. This unpredictability makes it crucial to have a robust financial plan in place.

Tune in for actionable insights and real-life examples to help you stay the course during financial uncertainties.

Here’s some of what we discuss in this episode:

  • Are we headed towards a recession like many people are predicting?
  • The role emotions play in investing.
  • Our approach to communicating with clients during a down market.
  • Having a plan for how you distribute your money in retirement.
  • What actions can you take during a down market?

Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.

 


All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Chris Bulman Inc. dba Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment advisory services are offered through Chris Bulman Inc dba Bulman Wealth Group, an SEC Registered Investment Advisor. Insurance products and services are offered through Chris Bulman, Inc. dba BWG Insurance Agency and Ameritas Life Insurance Corp., CA State Insurance License # 0M46922. Being registered as an investment advisor does not imply a certain level of skill or training.

Bulman Wealth Group, BWG Insurance Agency and Ameritas Life Insurance Corp. are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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HOW TO CONNECT WITH BULMAN WEALTH GROUP

At Bulman Wealth Group, we believe everyone should live the retirement that they’ve always wanted. We understand that there’s more to retirement planning than just savings and investments. While these are important, we advocate a broader approach. In our view, there are five key components to a comprehensive retirement strategy. These include investment, income, taxes, health care planning, and legacy planning. By addressing each of these we guide you in charting a course towards a fulfilling retirement. 

Use the button below to book a 15-minute discovery call with the team or call us at (916) 458-8199 with your questions.

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The following content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Opinions expressed are solely those of Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed accuracy and completeness, and does not purport to be a complete analysis of the materials discussed.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted. Advisory services are offered through Chris Bulman Inc. dba Bulman Wealth Group and Brookstone Wealth Advisors (BWA), Registered Investment Advisors. Insurance products and services are offered and sold through Chris Bulman Inc. dba BWG Insurance Agency.