Wealthion - Be Financially Resilient Volatile Markets, European Exceptionalism and Alternative Investment Ideas
Mar 22, 2025
Scott Schwartz, a Senior Partner at Bleakley Financial, shares insights on navigating volatile markets. He discusses the concept of European Exceptionalism and what it means for investors. Schwartz dives into alternative investments, explaining their significance in today’s portfolios, including options like gold and Bitcoin. The conversation explores strategies to manage concentration risks and mitigate them through non-correlating assets. Listeners also gain tips on upcoming economic indicators that could impact their financial decisions.
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Don't Panic Sell
- Don't react to short-term market volatility by selling.
- Focus on a long-term financial plan, considering risk tolerance and cash flow needs.
Market Efficiency
- Efficient markets price in future expectations, so timing the market is difficult.
- Long-term investors (10+ years) rarely lose money if they stay invested.
Stay Invested
- Align your portfolio allocation with your financial plan and time horizon.
- Avoid reactionary selling, as staying invested offers better long-term returns.