Are You Riding the Stock Market “Roller Coaster”?
Written By: Scott Bishop, MBA, CPA/PFS, CFP®

Over the past few years, I have been writing articles on coordinating your investment discipline with your overall Financial Plan.  Some of my recent articles talk about “Stress Testing” your portfolio and better aligning your overall portfolio allocation with your Financial Plan.

Over the past year, I have been called by MANY journalists asking for some of my opinions on the markets and how to help clients deal with this volatility.  At Avidian Wealth, many of these articles are listed in our “In the News” section of our website.  I also publish many of these on my twitter account @STAWealthAdv – please follow me to continue to see my thoughts.  Also, if you are concerned about the markets, please call us so we can help you make prudent investment decisions aligned with your personal goals and objectives.

Top 20 STA “In The News” on Market Volatility and Planning Ideas:

  1. Wall Street Journal – Retiring soon? Planning for market downturns.
  2. Houston CPA Society Forum – How to stay sane in crazy markets
  3. GoBanking Rates – Fear that you will never retire?
  4. US News – Differences between tactical and strategic asset allocation
  5. The Street – Can you visualize Your retirement dreams?
  6. Investopedia – Do you have the right financial advisor?
  7. Forbes – Dealing with volatile markets
  8. Horsesmouth – How much “Advisor Alpha” are you getting from your advisor?
  9. Pursuit of Happiness Radio – Investing in high volatility (radio interview on KTRH)
  10. Financial Planning Association – Seven developments that may impact your finances
  11. Forbes – Six tips for managing financial risks in middle age
  12. Magnify Money – How to prepare for the next recession
  13. Forbes – Eight factors for business owners to consider before retiring
  14. CNBC – Worried about IRA fraudsters stealing your money (self-directed IRA scams)
  15. FPA – The power of Financial Planning Part 2
  16. FPA – The power of Financial Planning Part 4
  17. InsuranceNews – Investors comfortable yet terrified of risk
  18. Advisor News – How advisors can prepare for a bear market
  19. Investment News – How financial advisors are dealing with market tumble
  20. Reuters – Got Cash? What to do with it right now

Important Disclosure

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Avidian Wealth Solutions (“STA”), or any non-investment related content, made reference to directly or indirectly in this article / newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article / newsletter serves as the receipt of, or as a substitute for, personalized investment advice from STA.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  STA is neither a law firm nor a certified public accounting firm and no portion of the article / newsletter content should be construed as legal or accounting advice.  A copy of the STA’s current written disclosure Brochure discussing our advisory services and fees is available upon request. Please Note: If you are a STA client, please remember to contact STA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. STA shall continue to rely on the accuracy of information that you have provided.