Seizing the Moment when Opportunities Present Themselves
Throughout the beginning of 2022, we have certainly seen our fair share of market volatility. This can present an opportunity for investors. Today, Michael Wallin and Stacey Andres explain their five rules around seizing the moment when opportunities present themselves.
1. Offense versus Defense
2. Have a Rules-Based Plan of Action.
3. When a contraction in the market happens, what should you consider to seize the moment?
4. In the spirit of the Olympics and the great Wayne Gretsky, skate to where the puck is going to be.
5. Work with an experienced professional, preferably one that offers a team of seasoned professionals to build an investment, retirement income, healthcare, tax, and estate plan.
To reach the team at Optivise for help with your financial future, give them a call at 888-302-5559.