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Trevor A. Farrington, LUTCF®, RICP®
Regional Vice President
Financial Advisor
Equitable Advisors, LLC
93 Worcester Street, Suite 103
Wellesley, MA 02481
Phone: 617-407-2684
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.GE- 5397093.1(1/23)(Exp.1/25)
Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA,SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of Utah, LLC in Ut; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer - M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal adviceor services. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this website does not necessarily indicate that the sender is able to transact business in your state. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
GE-6572038.1 (4/24)(Exp. 4/26)
www.equitable.com
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