August 5, 2024 proved to be a hectic day for financial advisors and clients due to the market sell-off.

However, our founding principal and managing director, Craig-Robson, CFP®, CIMA®, CDFA®, shared his most effective strategy for calming anxious clients: reminding them that we designed their financial plans and corresponding allocations to account for periods of downside volatility. Craig noted that “while this isn’t enjoyable, it is expected periodically,” and emphasized that it is best to avoid making significant changes to asset allocation amid market volatility.

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