MPowered Finance

When Should I Change My Investments? - Ask a Financial Advisor

February 17, 2023 Sid Misra, Certified Financial Planner™
MPowered Finance
When Should I Change My Investments? - Ask a Financial Advisor
Show Notes

In my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public.
 
Here is a recent question I received from a friend:

"Markets have been down since the start of 2022 and also pretty volatile – lots of swings both big and small

My question is this – when should I be making a change to my investments?  I feel like I shouldn’t be sitting around doing nothing and that I should be proactive."

Listen to this episode to find out my answer!


Sid Misra, CFP
Beacon Financial Group

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I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together

Schedule an intro call with me: https://go.oncehub.com/SidMisra

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To learn more about me, please visit my website: https://www.sidmisra.net/

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I post a lot of educational content on LinkedIn that you won't want to miss out on

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