Is your financial advisor telling you that all you can do is ride-out the current market? This can be a viable option but deciding if this “ride-out” strategy is the best option for YOU requires a comprehensive review of your portfolio to know exactly what you are invested in and where you stand. Do you know the answers to the following three questions?
Is my portfolio invested in companies that are still able to do business in this unprecedented environment?
Does my portfolio currently hold enough cash that is readily accessible for emergencies?
Do I have cash available in my portfolio to buy good quality stocks when available at a discount?
If you are unable to answer these questions, we can provide you with clear answers with a simple review of your portfolio. This is not the time to ignore and look later. Take charge of your money now! Contact us for an appointment today.
Andy Arkfeld, Managing Partner, Investment Adviser Representative
Andy has been an advisor for over 22 years. He started his own financial services firm, Arkfeld Wealth Strategies, in 2012 to better assist his clients in meeting their financial goals and potentially learning to live debt free. Andy specializes in helping business owners gain a complete picture of their business needs and investment opportunities.