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Fear and uncertainty are strong emotions that can trigger natural and sometimes impractical and short-sighted responses that may lead to long-term regret. Being attuned to your emotions and behaviors can help you navigate the certainty of uncertainty, allowing you to make more rational decisions based on facts instead of fear.

Can you relate to the following findings and, if so, have you considered how you will respond to life’s uncertainties?

head

What's stressing people out? It's multiple factors...1

Health

0
%

Work

0
%

Finances

0
%

Society/Politics

0
%

The Future

0
%

Who's most stressed?1

CENTENNIALS

0
%

MILLENIALS

0
%

GENERATION X

0
%

BABY BOOMERS

0
%
wired

Investor behavior is not simply buying and selling at the wrong time, it is the

PSYCHOLOGICAL TRAPS, TRIGGERS AND MISCONCEPTIONS that cause investors to act irrationally.2

savings
0
%

fear outliving their savings and investments3

heart
0
%

fear declining health that requires long-term care3

Less than

1/3 OF NON-RETIREES

timer

say they have a “source of guaranteed income”
in their retirement portfolio4

cut
0
%

of workers are concerned that

SOCIAL SECURITY
WILL NOT BE THERE

for them when they’re ready to retire3

Only

0
%
backup

OF WORKERS HAVE
A BACKUP PLAN

to earn income if they’re forced into retirement
sooner than expected3

Address your FEARS by talking with your Advisor.

As your advisor, I can help you address your fears by bringing clarity, especially when life’s circumstances change or economic conditions shift. Recent market volatility has only heightened investor fears, leading some to panic-induced selling when markets drop, locking in their losses. With the right mix of fact-based information, empathy, understanding, and expertise, I can help you take a more objective and rational approach to your retirement strategy and investment decisions.

LET’S CONNECT TODAY TO DISCUSS NEXT STEPS!