Intelligent Investing #66 Glenn's Tips to being a Successful Investor in a Down Market The Do's and Do Nots Part 1 of 4

Intelligent Investing with Glenn Leest

Feb 6 2023 • 24 mins

In this episode Glenn explores tips to being a Successful Investor in a Down Market The Do's and Do Not's Part 1 of 4

Glenn unpacks concerns and how he walks clients through these concerns.  He also explores the truth and the misconceptions about each.

1) Glenn I am sure you have been a lot of calls recently about what to do in a down market. What types of concerns have you been seeing lately?

2) Should I move everything to cash?

3) I only want to invest when stocks are going up

4) Why is my portfolio down? Isn't there something you can do to make it so it never has a temporary draw-down

5) I don't want to pay for investment management if my account is down

6) Look how much I have lost, my account lost _______ amount of dollars

7) What about Gold, I hear that is safe. What if I move everything over to Gold?

8) The market is going to zero.

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Glenn Leest
Senior Investment Advisor
WT Wealth Management
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