Joel Hefner explains why investors may prefer some allocation in equities in addition to bonds in order to grow their long-term wealth.
We at Cornerstone hope you found this video helpful. Please call us with any questions you may have on this or any other financial planning matters.
Also, we invite you to forward this message to friends, family, and colleagues who have expressed concerns about short term volatility. And its potential impact on their long-term financial well-being. Creating an opportunity for success starts with the ability to make good choices when times are challenging. During stressful times, this is easier said than done. We are happy to extend to them our thoughts, clarity, and financial coaching. After all, there is no need for people you care about to walk through times like this alone.