You can’t always tune out the news. But as an investor, it’s always worthwhile to keep the headlines in perspective. Especially when market volatility confronts you with a nonstop barrage of stories, statistics, and opinions that make you think the sky is falling. To avoid making potentially costly and unnecessary moves with your portfolio, step back and consider these five things to help ensure you’re getting the real picture.

Breene Murphy, Director of Client Experience, recently sat down with Adam Phillips, CFA, CFP®, Director of Portfolio Strategy, to discuss what investors need to know about the political headlines coming out of Italy.  Below are the key takeaways from their discussion.  If you have further questions, please do not hesitate to contact your Financial Advisor.

Breene Murphy, Director of Client Experience, recently sat down with Adam Phillips, CFA, CFP®, Director of Portfolio Strategy, to discuss what investors need to know about rising interest rates and what impact this could have on client portfolios.  Below are the key takeaways from their discussion.  If you have further questions, please do not hesitate to contact your Financial Advisor.