With the constant ups and downs of the stock market, the best strategy for investing right now and the future can be pretty tricky. So, what are some of the basics you need to know?
Vincent Esposito, Managing Partner with Fair Street Advisors in Guilford, joins News 8 to provide some financial navigation through these volatile times.
Esposito says to do the following:
- Check your risk tolerance, goals, and timeframe for investing
- Talk with your advisor
- Rebalance your investment portfolio
- Prepare for year-end tax planning; Esposito says it’s never too early for tax planning
Vincent Esposito, AIF®, WMS is an Investment Advisor Representative with Dynamic Wealth Advisors dba Fair Street Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.