Are you one of the many people who sold at the end of March when the market dipped — and are now wondering what to do next? In a new video, WorthPointe founder Christopher Van Slyke and advisor John Chapman discuss the value of putting the past behind you and moving forward with a focus on taking smart risks.
They note that panicking at the first sign of a down market may reflect a need to reset your risk tolerance, so you can enjoy the benefits of staying in for the long term. Hear their thoughts on dollar cost averaging, the value of being conservative, the upside of having a diversified strategy and more here.
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Artificial Intelligence Investment Opportunities
April 24, 2024 - In a new video, CERTIFIED FINANCIAL PLANNING PROFESSIONAL ™ Morgan H Smith Jr., Partner & Advisor with WorthPointe discusses opportunities for investors to participate in the growing field of AI. A secret, it’s really his AI-generated avatar communicating his thoughts...
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The Morgan Report 2024 Q1 Review: 3 Simple Ways To Reduce Risk
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