Ready for a Financial Recession?

You probably remember the 2008 recession and you have most likely heard of Bull and Bear Markets, but let’s define the two.

We all love Bull Markets, they are extended periods of time where the value of assets and securities rise. This is where it is easy to invest and make money.

In comparison, a Bear Market is an extended period of time where prices are decreasing. This is often where people loose it all.

So how do you successfuly manage a Bear Market or what many are calling a looming recession.

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5 Smart Investing Principles

When it comes to investing, there is no shortage of strategies and principles that you could subscribe to. Honestly, it can be very overwhelming at times.

If you’re starting your investment journey, however, we believe these 5 principles are crucial before making any major decisions; especially if you’re making these decisions independently of a financial advisor.

Since 1930, directly after the great depression, the average bull market has lasted 9.1 years whereas the average bear market has lasted about 1.4 years. It’s been about 13 years since the last Bear market. Many believe the markets are over inflated.

Here are 3 Key points to consider ahead of a Financial Recession.

Discover Put Options. This is a unique investment strategy where your options appreciate in value when the value of a stock depreciates.
Be mindful of Quantitative Easing and its impact on the stock market. Since Covid, central banks and the Federal Reserve have been pouring newly printed money into government bonds and corporate stocks. This encourages investing in the market and attempts at keeping rates low. The risk, however, is an increased rate of inflation.
In the Recession of 2008, stocks lost nearly 54% of their value from peak.

The best thing you can do to prepare for a recession is to protect yourself!

The best way for you to protect yourself in a season like we are in is to connect with a Professional Financial Advisor who has been trained to monitor Bull and Bear markets, identify when and how to invest in current and forthcoming market conditions. Not only will this save you from losing more than you should, but it will reduce your risk and exposure to the incoming volatility.

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Services Our Financial Advisors Offer

Our financial advisors are best in class

The financial plan is one of the most valuable services a Financial Advisor offers. The advisor will take a complete inventory of your expenses, debts, assets to create a baseline. Then, they’ll guide you through your goals for saving, vacations, retirement, education funds for your kids and partner with you to discover what type of lifestyle is reasonable for you. Advisors often funnel this information through specialized software that crunches inflation, possible investment opportunities, compounding interest and much more to guide you to your goals.

As a parent, it can be a bit daunting to figure out how to help your children afford college. Advisors have access to specialized funds, such as a 529, that offer tax benefits to maximize your investment. A 529 may not be the best solution for your personal goals and plan for your family. There are other “vehicles” that empower parents to save for their children if college doesn’t end up being in their future.

Managing your cash flow strategy can be one the most important services a financial advisor can offer. Bottom line, how do you put your current dollars to work to grow your wealth and protect your future? If you have a large sum of money sitting in a savings account (or under a mattress), you’re slowly losing your wealth. A financial advisor will look at everything from buying/leasing your vehicles to how to diversify where your cash is being invested to provide the lifestyle you’re striving for.

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do you have a solid plan?

Finding the right financial advisor for your unique situation can be challenging and confusing. That why we are here. We have prescreened top tier financial advisors from across the nation, and determined their strengths, areas of expertise and compatibility. We use this data to connect you to the right advisor for your unique situation.

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