Sep 14, 2022
CEO, Chris Boyd, CFP®, Marketing Director, Cathi Ingersoll, and Wealth Advisor, Jeff Tomaneng, CFP®, open the hour by appreciating being named Top 3 Financial Planners and Investment Firms by The Best of Cape Cod and being nominated Top 3 Financial Planners by The Best of Upper Cape Cod.
They shift gears to share investment sentiments and expressions that investors tend to hear. Things like, "sell in May and go away," "cash is king," "when the tide goes out, you see who's swimming naked," and more. They discuss these expressions and ask when you should heed them and when you should ignore them.
They progress into discussing a Kiplinger Article, Protect Your Retirement Income from Inflation, covering considerations of how to withstand market volatility, the importance of being thoughtful and intentional, and more.