
By White Pine Wealth Management
Watching the value of one’s portfolio fall amid a barrage of negative headlines can test the patience of even the most seasoned investor. After all, our investment accounts fund our future — the lifestyle, well being, accomplishments and experiences for which we work, save and carefully invest.
Given what’s at stake, you may wonder if its time to make a change. Should you invest more conservatively to protect against further downside risk? Should you invest more agressively to combat inflation? Should you exit the market altogether due to heightened uncertainty surrounding the economy, geopolitcs and monetary policy?
To help investors navigate the current environment — and consider what, if any, portfolio changes they should consider — we hosted Molly Huck, CIMA ®, a managing director and client educator at Nuveen, a global investment management company. During her time with us, she shared insights on market history and behavioral tendencies, providing investors context and self-awareness to make informed — rather than reflexive — investment decisions. These include:
For data and perspective on these topics and more listen to the webcast. And for help making informed decisions about your portfolio, please reach out to one of our advisors.
White Pine Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
Click here for definitions of and disclosures specific to commonly used terms.