A couple of weeks ago I sent an email to my clients about market volatility. Since then I have met with numerous clients to discuss and review their portfolios
Maybe your friends, family members, or business associates have not been made aware of the volatility, the impact on their portfolios and provided the necessary advice and support to help them through these times. Over the last several years many asset classes went up and getting positive returns was not as challenging as it may be in the near term and future.
If you have friends that are worried about how the recent geopolitical, market and economic events affect their portfolios, their retirement prospects or their financial viability in general, please send them my way.
Feel free to email me (jkerner@wradvisors.com) or call me 475-619-2240 with their contact information or give my contact information to them.
Remember market corrections can have a tremendous effect on a friend’s ability to stay focused on their financial goals. Professional guidance can help.
This is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. Past performance does not guarantee future results.
05/19
Jordan Kerner
Financial Advisor, Waddell & Reed, Inc.
Office: 475-619-2240 | Cell: 917-301-7274 | Fax: 203-557-6262
www.jordankerner.wrfa.com | jkerner@wradvisors.com
495 Post Rd E Ste 209| Westport, CT 06880