DiscoverCharting The CourseImportance of Financial Planning in a Volatile Market
Importance of Financial Planning in a Volatile Market

Importance of Financial Planning in a Volatile Market

Update: 2023-04-19
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Jamie Hilton, managing director at The Hilton Group at UBS, discusses why having a financial plan is so important especially during a volatile market. In this episode, Jamie defines what a volatile market is; putting your money to work; the benefits of having short-term liquidity and cash; retirement and legacy planning; how not to react emotionally in a bear or down market; and how to avoid reactive planning with success and confidence.
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Importance of Financial Planning in a Volatile Market

Importance of Financial Planning in a Volatile Market