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Addressing Downside Market Volatility & Protecting Investments

Camarda Wealth Advisory Group
Investment Strategies

Are you concerned the next market crash could derail your retirement and plans for your family generational wealth planning? You’re not alone! Join us for this informative video on how the “other half” (actually, much less than half!) invests, with an eye toward downside protection and sustainable portfolio value and income.

It seems like many investors and advisors adhere strictly to the “buy-and-hold” dogma, often without consideration for avoiding significant losses during market downturns. We believe this approach can be a huge blunder.

While the overall trajectory of the stock market tends to be upward over the long term, severe market downturns have the potential to inflict significant damage on wealth. If these downturns coincide with crucial life stages, such as retirement, they can irreparably impact your retirement lifestyle and estate legacy. It’s called “sequence of return risk”, or getting hammer just at the wrong moment without enough time to recover.

Unfortunately, many rely on advisors who adhere rigidly to buy-and-hold or similarly passive strategies that fail to have control plans for major market upheavals. However, if you’re faced with a bear market during or close to retirement, the consequences can be catastrophic, with wealth and retirement comfort potentially disappearing forever. We view this as a significant oversight.

At Camarda, we take a markedly different approach. We are proactive managers, diligently monitoring the markets on an ongoing basis. We remain prepared to take decisive action to both optimize investment outcomes and shield portfolios from losses.

Our primary objective is clear: to achieve robust portfolio growth through proactive management. By staying vigilant and responsive to market dynamics, we strive to navigate challenging market conditions and safeguard our clients’ financial well-being.

Watch the free video to gain insight into our approach, and perhaps learn how to dodge the next market crash bullet!

 


 

The above content was prepared by a third party and provided to you by Camarda Wealth Advisory Group (“CWAG”) for educational and/or informational purposes only. Third party content providers may include unaffiliated individuals/entities or affiliated individuals/entities, including Dr. Jeff Camarda, The Wealth Doctor, TaxMaster™, and Family Wealth Education Institute (“FWEI”).  Camarda does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Camarda.com website or incorporated herein, and takes no responsibility therefor. You may receive offers from affiliated entities by engaging with their content or clicking into the websites of affiliates. You are not obligated to accept the offers or services or engage with any of our affiliated professionals or entities.

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by CWAG), or any non-investment related strategy, structure, or technique, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized legal, accounting, tax, insurance, or investment advice. To the extent that a reader/viewer has any questions regarding the individual applicability of any specific issue or topic discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as legal or accounting advice.

Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG in writing if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

IMPORTANT  BLOG DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Camarda Wealth Advisory Group -“CWAG”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from CWAG.  Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of CWAG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: CWAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CWAG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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