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Breta Grumbois, CRPC®
Vice President, Wealth Management
Fibre Financial Group
Retirement and Investment Services
Located at Fibre Federal Credit Union
822 Commerce Avenue, Longview, WA 98632
Phone: 360-414-4223
Email: bgrumbois@fibrecu.com
May/June 2023
When Investing Strategies Differ
There are certain things all investors may consider doing when equity markets are volatile. For example, if you own a stock that has underperformed its peers, find out why. Management changing direction may make the holding less appealing than in the past, or perhaps peers have passed this company by. Maybe the company is negatively affected by the economy, but is poised to recover when the economy does.
Steps to Take Depending on Your Age
But there are other things to consider that are appropriate for investors of different age groups. Younger investors may stay the course, as time typically helps even out short-term volatility (although past performance won’t guarantee future results).More seasoned equity owners without the time needed to recover from short-term volatility should review their portfolios to ensure they are positioned appropriately for their time horizons. As stock prices consistently gained over the past few years, it was easy to think that rising prices would never stop. Well, they did and investors who were caught with a high percentage of equities in their portfolios lost the most during the decline.
Tips for Investors of All Ages
Resist the urge to make it all back at once with even riskier investments. Consider keeping stocks poised to rebound as inflation and interest rate hikes subside, while holding on to those with a profitable history in recovering markets. And make sure that your portfolio consists of investments that are appropriate for your situation.1-05357351
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fibre Federal Credit Union and Fibre Financial Group Retirement and Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Fibre Financial Group Retirement and Investment Services, and may also be employees of Fibre Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Fibre Federal Credit Union or Fibre Financial Group Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
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