Preparing for a volatile market.
Recently, many have reached out with concerns about managing finances amid market fluctuations. While there's no such thing as a foolproof financial strategy, we can certainly find methods to brace ourselves for whatever the market throws our way.
Today, we'll discuss your inquiries with Isabel Barrow, a seasoned Financial Planning Director with over two decades of experience. Isabel specializes in high-net-worth strategies, military and federal retirement benefits, estate and tax planning, investment strategies, and insurance.
Tune in as Jean and Isabel address questions related to emergency savings and college funds — is it wise to hold cash during inflation, and should contributions to a 529 plan continue despite losses? Plus, we'll explore listener queries about ethical investing during economic downturns, and how much oversight is too little when it comes to investment management.
