We hope you’re doing well! In this month’s firm update, we’re covering market timing, sharing helpful steps to take when facing divorce or widowhood, and inviting you to take a few minutes to give us feedback on your experience with WMS.
Timing the Market
While it can be tempting to ‘time the market’ by making investment moves based on short-term volatility, headlines or current trends, this approach often results in missed opportunities. This Timing the Market piece shows how being out of the market, even for a short time can impact your long-term investment results. As we’ve seen over the past two months with geopolitical events, it’s important to “stay the course” and restrain from making emotional decisions through market cycles and current events to better position your portfolio to capture growth over time and keep your financial plan intact.
Life’s Unexpected Events – Divorce or Widowed
Life’s unexpected events can be overwhelming and difficult to navigate. In these uncertain times, it’s not always clear what steps to take. In this episode of The Informed Investor podcast, we explore financial recovery and practical next steps following divorce or the loss of a spouse. We’re sharing this resource because we’ve supported clients through these situations and understand how challenging they can be. If you or someone you know is facing a similar transition, please know we are here to help guide you every step of the way.
Client Testimonials
We’re always looking for ways to give prospective clients a clearer picture of what it’s like to work with our team, and hearing directly from the clients we value most is one of the best ways to do that.
If you’re willing, we would appreciate a short testimonial about your experience with us. It can be just a few sentences and might touch on our service, communication, or how we’ve helped support your financial goals.
There’s absolutely no obligation, and participation is completely voluntary. Any testimonial we share will include proper disclosures, privacy protections, and will never reference specific investment results.
If you’re interested, simply reach out to Sarah at srouse@wmsadvisors.com, and she’ll walk you through the process.
You can also leave a quick Google review by following this link: https://g.page/r/CZPBlGa40AqxEAI/review . This will allow you to rate us on a 1–5-star basis and write a brief review.
Testimonials reflect the personal opinions and experiences of individual clients and are not intended to be representative of all clients. Testimonials are not a guarantee of future performance or success. Any statement provided may be used in marketing materials with appropriate disclosures. No compensation is provided in exchange for testimonials unless otherwise disclosed. Investing involves risk, including the possible loss of principal.
Memorial Day
Memorial Day honors the men and women who lost their lives while serving in the U.S. Military, a time to reflect on their sacrifice and service. In observance of the holiday our office will be closed on Monday, May 25th.
The foregoing content reflects the opinions of WMS Advisors, LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.