November 2, 2020 / by Don Connelly / Best Practices / 0 comments
As I write this in mid-October, 2020, the stock market is sitting right at an all-time high. But there’s still an ongoing pandemic – and a presidential election looming. Either of these things can cause big short-term swings in stock prices.
That means things are pretty risky at the moment. In the short-term, anyway.
As financial advisors, we have to help our clients understand that risk, and help them manage their money so they can accomplish their financial goals, but also so they can sleep at night in the meantime.
Those of you who have been around since before 2008 know this process well. For those of you who are just getting started, here’s what you need to know.
Read more
Being a Financial Advisor in Uncertain Times – What You Need to Know
November 2, 2020 / by Don Connelly / Best Practices / 0 comments
As I write this in mid-October, 2020, the stock market is sitting right at an all-time high. But there’s still an ongoing pandemic – and a presidential election looming. Either of these things can cause big short-term swings in stock prices.
That means things are pretty risky at the moment. In the short-term, anyway.
As financial advisors, we have to help our clients understand that risk, and help them manage their money so they can accomplish their financial goals, but also so they can sleep at night in the meantime.
Those of you who have been around since before 2008 know this process well. For those of you who are just getting started, here’s what you need to know.
Read more
Investing in a Bull Market
July 20, 2015 / by Don Connelly / Investing Wisdom / 0 comments
This is an AskDON audio episode where Don Connelly answers Larry’s question about investing. Larry is from Texas, he’s been in the business eleven years and he is managing just a shade under $100 million.
Larry’s question was:
“The market’s been up four years, without a correction. What do you say when people comment that maybe the market’s too high?”
Click the play button to listen to Don’s answer or read the transcript below.
Read more