Expectations for the Unexpected

The U.S. stock market (S&P 500) is down around 10 percent from recent highs. At these moments, you may wonder, should we expect more unexpected price swings. Training for uncertainty lets us play defense and offense positions inside a portfolio.

Defense: With dollars set aside for the short-term, we prepare for volatility before it occurs.

Offense: Look for opportunities to rebalance and add to longer-term investments.

Historically, after periods of market declines, investors that maintained a long-term view of investments have been rewarded.

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