Market volatility, as we’ve had in the beginning of 2025 and into Q2, is often cause for discomfort. While certain segments of domestic markets are still digesting policy changes coming out of the new presidential administration, globally diversified portfolios have provided meaningful benefits in this environment. This accentuates the value of a long-term financial planning approach: History often demonstrates that patience leads to better returns over more reactive investing styles.
So, while it’s reasonable to have concerns about how the year started, it is also reasonable to take a breath and be careful not to overreact to the day-to-day headlines – which can, at times, be alarmist. A good financial advisor will be able to help guide you in this:
- Have your investment goals changed?
- Has your risk tolerance changed?
- Are there other drivers that should cause you to shift strategy?
- Are there opportunities to rebalance your portfolio?
These are all reasonable questions to explore if or when you feel particularly concerned about the market.
It’s also worth being mindful of the relationship and differences between sentiment and hard data, as Moneta’s Chris Kamykowski and Tim Side explore in their article about “March Madness” for investors. Click here to read it.
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