FPF 138 - 150 Years of Crises

In episode 138 of Financial Planning Friday, the conversation highlights the current market volatility, attributing it to new tariff policies affecting the US and global economies. Jerry emphasizes a long-term investment strategy, advocating for buying stocks at lower prices and maintaining target allocations as part of clients' financial plans. We reference a Morningstar chart showing the growth of a $1 investment over 150 years, noting that selling during market crises would have significantly reduced long-term wealth. We are taking this opportunity to reaffirm our commitment to rebalancing client portfolios amidst the temporary crisis.🔔 Don’t forget to like, subscribe, and turn on notifications to stay informed on all things financial planning!This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.