How to Prepare for Uncertainty

Our common-sense investment approach allows us to focus on straight-forward financial planning. During times of market volatility, like what we’re experiencing now, a well-thought-out plan is critical. In his latest column for 425 Business, Soundmark Principal Bill Schultheis reminds investors of the importance of creating and updating financial plans that prepare us for the uncertainty ahead. We can’t predict the stock market’s direction over the next 12 months, but we can follow a financial plan that extends far past this pandemic.

This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax or accounting advice. Please consult with your tax advisor prior to engaging in any transaction.