By Joe Arnold, AIF®
Feeling stressed about your current investments/portfolio? Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will my portfolio recover?”
If you are a DIY investor or have accounts with a major bank or investment company, you might be worried if your money is in the right place or concerned about making a wrong move. We’d like to take some of that worry off your shoulders by offering a complimentary second look at your portfolio and investment strategy to see if there are hidden opportunities in these unprecedented times.
A Second Look Is Always Worth It
Emotions are understandably high, and we all know that making emotional financial decisions doesn’t always end well. That’s why you need a partner, someone who knows you, understands your goals and needs, cares about you, and treats you like family. Times like these need a personal touch, which you won’t get just anywhere.
We invite you to meet with us virtually (Zoom meeting, phone call, etc.) — no obligation. We’ll take a look at your financial goals and needs and review your current plan, 401(k), and investment portfolio so we all can see the full picture of where you stand and whether your current plan lines up with your risk tolerance and objectives.
We can answer any questions you may have and address your concerns, including:
- How do I know what my risk tolerance is?
- Is my portfolio built to withstand market turmoil?
- Am I on track to retire on time?
- What changes do I need to make to reach my long-term goals?
- Are there any opportunities I should take advantage of in this market environment?
We Are Here For You
Don’t just push your financial worries to the side. Now is an ideal time to make sure your money is working for you. Do you want to rest easy, knowing that your portfolio can support your goals? We at Foundation Wealth Advisors, LLC would love to be your shoulder to lean on in the midst of this crisis. Schedule a complimentary virtual appointment by calling (440) 899-7535 or emailing me at jarnold@foundationwa.com.
About Joe
Joe Arnold is an independent financial advisor and the founder and president of Foundation Wealth Advisors, LLC, an independent firm providing private investment management for individuals and families, as well as retirement plan consulting for small and mid-sized businesses. With almost 20 years of experience in the financial industry, Joe specializes in providing objective advice to individuals, as well as transparency in building and managing company 401(k) retirement plans. He is committed to putting his clients’ best interests first in all decision-making and recommendations. Based in Westlake, Ohio, he serves clients in the Cleveland, Akron, and surrounding areas, as well as throughout the country. Joe received a bachelor’s degree in business administration from Cleveland State University and is an Accredited Investment Fiduciary® (AIF). He has been featured on national television, including CNBC and FOX Business, and quoted in various publications, including The Wall Street Journal, CNN Money, Forbes, and others. Joe lives in Rocky River, Ohio, with his wife, Allison, and their two grown children, Kevin and Keira. An avid golfer, he is a former Class A PGA of America teaching professional and NCAA Division 1 athlete. When he’s not working, he enjoys playing golf, working out, and honing his culinary skills. To learn more about Joe, connect with him on LinkedIn.