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Submitted by: Brian B Smith, CFP® , Bryan M Masten, CFP® & Riley W. Smith

I Hope the Stock Market Turns Around

“Failing to plan is planning to fail. Hope is not a plan.” – Harrison Jones I’m not sure if you’ve opened your statements recently, but it has been a tough year, thus far, in the investment world. A lot of people are feeling the pain of the financial perfect storm, rising interest rates, volatile stock market, high inflation, etc. One of the most important things, especially during turbulent times like this, is to have a plan behind your investing. And like the quote says, hope is not a plan. You must have a plan and strategy that removes emotion from your investing. I’m sure everyone had heard stories of people selling out at the bottom of a down market, only to miss the positive recovery after. That can be extremely costly to your finances long term by potentially leaving a ton of money on the table! We follow a very strict, data driven process, with our investing strategy. Although we may have a differing opinion of what the plan is telling us at that moment in time, we stick with it. That is because, if you don’t stick to your plan, do you really have a plan? One of our goals for clients is to help avoid the massive drawdowns and eliminate as much of the recovery period as possible. It is impossible to time the market, but having a data driven process and plan eliminates investing with emotion, which can be very dangerous. Pairing this with financial planning for clients, and assuming very conservative variables, we can help build out, and plan for anything. That includes loss of income earlier than expected, or even turbulent markets at unexpected times. We always welcome questions! We think our slogan, “Enjoy More, Worry Less”, is exactly how life should be!

www.financialpartner.net

(936) 294-0201 • 1211 Financial Plaza • Huntsville

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member, FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Global Financial Partners are not affiliated. Cambridge does not provide tax advice. Miguel & Cruz first day of 8th Grade. Sons of Jorge & Leslie Hoot Pulido.

Delilah Rae Drake turned 1 July 5th with family and friends around. Her parents are Jaryd & Rachel Drake.

Kori & George Eichhorn celebrating their 22nd Anniversary together!