Broker Check

Deviate from a long-term portfolio because of "seasons" ?

September 14, 2022

There are many reasons why an investor would deviate from a long-term, well-diversified portfolio, because of fear (especially after a market day like 9-13-22) or even to take advantage of a perceived opportunity.  Clients of Henry Wealth Management are well aware of one of our mantra's: Build a portfolio that you can live with, then live with it. 

Check out this two-minute video from my Kestra Financial colleague, Kara Murphy, as she shares some interesting facts about seasonal trends, and why you should avoid them.

Click here to watch: Money with Murphy:  Seasonality

As always, please let us know if you have questions or concerns. Thank you to our wonderful clients, for your business and trust :)