Gregory (Greg) Davis
speaker
72 appearances
1 recordings
1 series
first heard Dec 2021
last heard Dec 2021
Gregory (Greg) Davis’s voice in public audio — every appearance, attributed to the second.
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Appearances
And then also making sure they have the right mix in their portfolio of stocks, bonds and cash.
Because, again, you have to be able to sleep well at night.
And what you don't want investors to do is
is if you get to a point where you see an equity market correction, that they're actually panicking and doing something that would not be helpful to their long-term investment success.
So we always try to think about and tell investors to make sure they have the right level of risk in their portfolios, that they do sleep at night, and ultimately making sure that when there is a setback in the equity markets to rebalance back into equity markets if that weighting has dipped below their ideal target.
So the importance of rebalance is not something to be understated.
That's correct.
And again, what you can control is how much you're saving, how long you're saving for, and then trying to make sure that you're minimizing the cost in which you're investing your money.
So those are the things that you can control.
The market returns are uncontrollable by any of us.
So again, staying focused on the long term and making sure you have the right level of risk in your portfolio is critically important.
My pleasure.
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