The SAM team came together with clients and colleagues to address current market events outlined in the SAM Q1 Quarterly Letter, discuss the importance of staying the course during times of ambiguity, and advise on ways to safeguard your long-term financial health and sustainability.
Key Webinar Takeaways:
Long term perspective and goal-oriented planning are critical to addressing short-term market activity while maintaining your long-term financial well-being. This town hall addresses:
- Perspective – informs your investment behavior, which informs the decisions you make towards managing your finances;
- Profitability – is achievable and sustainable despite the volatility in today’s markets. Understanding the tangible profitability of the financial ecosystem helps frame a mindset of abundance;
- Path – focus on what you can control, think long-term, automate savings, spending, and re-balancing, align your goals, and stay the course of your unique path.