S4E22 – We Survived the Spring Volatility, Now What?

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Riding the Market Roller Coaster: Lessons from a Wild Spring

It’s been a bumpy ride in the markets this spring, and in this episode, Dave and Cole (filling in for Nick) sit down to talk through what happened, what it means for investors, and how to move forward with confidence.

From steep drops to quick rebounds, the market has kept everyone on their toes. They break it all down in plain language and share their thoughts on:

• What actually happened in March and April—and why it felt so extreme

• The difference between risk tolerance and risk perception (and why you might feel differently now than you did a few months ago)

• Why doing nothing might have been the smartest move

• How diversification helped soften the blow for many investors

• The importance of keeping short-term savings and goals top of mind

Whether you stayed calm, felt anxious, or made some changes to your portfolio, there are lessons to take from all of it. They offer practical advice for what to do next, how to think about your investments going forward, and why focusing on your long-term goals is still the best approach.

This is a great episode for anyone wondering: Did I handle that market swing the right way?

🎧 Listen now to hear why market timing is a trap, what to do if you bailed, and how financial advisors really invest their own money (hint: it’s simpler than you think).

🔗 Visit SRBAdvisors.com for more resources or to schedule a chat with one of our advisors.

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