Reiber Wealth

Many folks say they have an advisor. But, are your conversations infrequent and focused on the current market? Finance is so much more than the daily stock market fluctuations. Even for retirees, there are estate, insurance, tax, and a host of other areas that all make up your life plan. Many grow tired of the same old market conversations and don't see the need to meet with their advisor.
Trust or complacency?

Why You Should Continue Meeting with Your Financial Planner Well into Retirement It is important to continue to meet with your financial planner well into retirement to ensure you are financially on track. Your financial plan will need routine maintenance and check ins.

https://www.dimensional.com/us-en/insights/market-behavior-and-the-weather

Last week, our family went to Florida. Almost every day, we had some rain in the afternoon. But, most of the trip showcased the trademark beauty of the Sunshine State. I wonder if we view markets the same way -or- if the current showers have us ducking for cover.

Market Behavior and the Weather Investors can focus on the daily rain clouds and sunshine the markets bring. Or they can think about the long term.