In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile.
Some topics they cover:
- How do we advise clients during times of volatility?
- Timing the market is difficult. Is now a good time to get into the market? How are we advising new clients?
- What are some specific strategies we recommend when the market is down?