Talking to Your Financial Advisor During Market Volatility
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.
You have a complex situation that should consider multiple generations. Distributing and sharing wealth, building a family enterprise, and enjoying life while you do it requires intentionality. We embed thoughtfulness in our planning and our conversations.
Most of us lead busy lives and don’t necessarily have an opportunity for reflection on how our deeply held values and beliefs have influenced both our accumulation of wealth and our priorities for its use.
As a multi-family office, our mission is two-fold: (1) Empower each generation to fulfill their role in furthering the purpose of the family’s wealth, and (2) Engage each member of the family to discover their unique ability to enrich their world.
Depending on where you are in life’s journey, our services could involve quantifying your wealth, hosting family meetings, and considering gifting strategies to family or charity. We want your core values to be the anchor to key decisions and during life milestones. Through our private client services, we can help you and your loved ones every step of the way.
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, and Tom Fridich, Senior Wealth Planner, as they dive into leveraging life insurance as a financial planning tool.
Wherever you are on your financial journey, we want to meet you there with the insight and tools to get you further.