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Guide to Investment Success

Guide to Investment Success

July 03, 2020

Throughout every volatile market cycle, we receive calls from clients about their portfolios. We have found most often when someone asks us about how their portfolio is doing, most of the time what they are really asking is, "Am I still going to be able to fund all of my goals (in retirement)?" If we have created a financial plan for you, we have already planned for and expected volatility, and your plan is likely still on track to fund your goals. If you haven’t yet taken the time to go through the planning process, completed a Comprehensive Financial Planning Questionnaire, or haven’t asked us to help you determine whether your saving and investing goals are on-track, NOW IS THE TIME!

Financial planning is a positive experience that can eliminate fear and uncertainty— while the pundits attempt to do the opposite. Let’s work together to overcome your fears and establish certainty.

Remember when it was fun to make up acronyms? Congress loves to use them – CARES, SECURE, etc. So, here’s one:

Think of The Hock Group as your

Goals that are personal and resonate

Understanding your risk tolerance

Investment solutions that are suitable

Develop plan and set expectations

Evaluate success

To investment success!

We have so many planning tools to get you started on the ideal investment plan for you – particularly if the recent market events have you nervous and unsure. We can’t stress enough the importance of having your investment plan in place and staying invested through volatility in order to have a successful investment experience.

The world has most certainly changed, and it is important that we change along with it. Let us know what we can do to help!