Opening Bid Unfiltered

Why wealthy investors are buying the stock market dip

11 snips
Apr 18, 2025
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INSIGHT

Financial Planning Anchors Clients

  • Markets experience inevitable corrections, often unexpected in timing and triggers.
  • Advisors prepare clients by anchoring in financial planning considering risk tolerance and liquidity.
ADVICE

Stay the Course Advice

  • Stay the course in investing despite market dips to capture long-term gains.
  • Be grounded in your financial plan and revisit goals and allocations periodically.
INSIGHT

Value of Human Advisors

  • Human advisors provide valuable support during volatility, adapting advice to individual clients.
  • Political conversations may impact clients' investment perspectives even before portfolio decisions.
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