In times of economic uncertainty, almost everyone wonders what sort of financial moves they should make — and not make.
Financial advisors offer guidance that can help give you the confidence and direction to navigate financial decisions, no matter the state of the economy. While all investing involves risk, and no strategy can ensure a profit, a solid financial plan can help ease some of the uncertainty of stock market volatility and help account for both upturns and downturns in the market.
Mutual of Omaha’s licensed financial advisor Grant Runyan discusses how a financial plan can help take the uncertainty out of market volatility. Read Transcript
Guidance from a financial advisor starts with a conversation
According to a 2019 Fidelity Investments study¹, 89 percent of people who have a financial plan feel confident in their financial health.
But a good financial advisor can only properly advise you by getting to know the specifics of your situation — your current financial picture, your stage of life, and exactly what your goals are.
It starts with a simple conversation, as explained in the video above by Mutual of Omaha financial advisor Grant Runyan.
Learn more about what financial advisors do and how to go about finding one that’s right for you.
And if you’re looking for a financial advisor, make sure you’re prepared with the right questions.
Starting the conversation now with a financial advisor can be beneficial, so the next time the economy turns downward, you’ll have a plan in place to help you feel more confident and in control.
DISCLOSURES:
Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
Mutual of Omaha and its representatives do not provide tax and/or legal advice, and the information provided herein is general in nature and should not be considered tax and/or legal advice.
Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC. Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc.
SOURCE:
1 Fidelity Investments® Retirement Mindset Study https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/retirement-mindset-fact-sheet.pdf