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Your Values. Your Vision. Your Goals.®

Lessons From the Field #16:
Markets are Fickle

Every family’s financial stability is affected one way or another by the continuous rise and fall of the four basic markets. As you watch today’s 55 seconds, you may want to ask yourself:

  • Which market or markets’ performance tend to impact my family’s wealth the most?
  • What are the implications of the fluctuations in the other markets on my plan?
  • How might I utilize these opposing forces to my family’s benefit?

What we know for sure is that the various markets rarely move in the same direction; why not use that age-old principle to protect and grow your family wealth?

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The financial markets are always in flux!

At the moment, the Money market is at the greatest risk of inflation in thirty years…Bond market interest rates are at all-time lows…the Stock market is as volatile as ever…and Tangibles like real estate and gold are anybody’s guess.

It is no secret market fluctuations are a normal part of life.

Nothing is ever guaranteed…but markets tend to offset each other. Each has its own unique cycle. When your portfolio is properly diversified, these markets can be balanced against each other to provide you with a sense of relative stability.

John Wooden said… “Don’t let what you cannot do interfere with what you can do.”

You cannot control the markets…but you can control how you position yourself within the markets.

What are you doing to stabilize your portfolio?

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