Is your advisor keeping you informed?

Is your advisor keeping you informed?

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.?

The Mitlin Financial, Inc? team works diligently to keep you informed regardless of market conditions.

You can stay informed by signing up for our weekly Mitlin Newsletter !


It’s important to remember that market volatility is nothing new, and staying the course is usually the best action plan.

Your Financial Plan will help you make the decisions you need to reach your goals. Investors often mistake making buy/sell decisions for their investments with having a plan for their financial future. Whether you have a plan in place or not, now is probably a good time to review it or create one.

You should have a plan for your financial future. This plan will act as a road map, a guiding light to help you make decisions about your financial life, including your investments. Investments are simply one component of your financial plan.

If you would like to discuss your personal situation, even if just to get a second opinion, I would be happy to discuss the recent volatility and how it might be impacting your plan.

You can schedule a call here

You can also ?? 1.844.4.Mitlin ext 112 or email ?? [email protected] to schedule a conversation.


"In times of stress and fear over communication" ~ Burt White

?? You can hear more from Burt on episode 125 of the Mitlin Money Mindset?


?? The Mitlin Financial, Inc website contains a number of posts about the current volatility as well as other aspects of the market under the Insight Tab via Markets and Investments .

It is often important to understand that sometimes distance from a market drop can be felt deeper than the numbers.

?? For those who want to learn more about the current volatility Ryan Detrick, CMT , Sonu Varghese, Ph.D. and the Carson Research team recorded a Special After The Bell August 5th Market Close Volatility Update


We are grateful to the team at Carson Group for all the resources!



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