Premier Financial team photo
Premier Financial logo
MDRT logo


Avraham "AY"  Rappaport, CLTC

President, Financial Professional


Yaniv "Jay" Natanov

President, Financial Planner


Eli Rappaport

Vice President, Financial Planner


Shlomo Rosenstein

Financial Professional


Ozzie Marizan

Financial Planner


Joseph Greer

Employee Benefits Administrator


Dylan Pinsky

Client Relations Manager


Premier Financial

6395 Dobbin Road, Suite 102

Columbia, MD 21045


Phone:  240-309-6001




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.



Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Premier Financial is not affiliated with Prudential Financial. Premier Financial sells insurance products of Prudential Financial's affiliated insurance companies in addition to products of non-affiliated insurance companies. Premier Financial is authorized to sell and service certain insurance products of Prudential Financial companies as well as use this material. Premier Financial and its representatives do not give tax or legal advice. Please consult with your own advisors regarding your particular situation. Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Dylan Pinsky is employed by Eli Rappaport and not The Prudential Insurance Company of America or its subsidiaries.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Premier Financial and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.