Ask Carlos | 07.17.20 - Investment Portfolios vs Recession Volatility

Ask Carlos | 07.17.20 - Investment Portfolios vs Recession Volatility

July 17, 2020

Imagine this…

There’s a burglary in your neighborhood (not your house fortunately), but you have a 2-week trip planned and no one will be home.

What do you do to protect your home while you’re away?

If you’re like most people, you’d spend at least a few minutes proactively planning so your home doesn’t get broken into or burglarized, right?

So let me ask you this…

Are you taking the same approach that may help protect your investments from recession-driven volatility?

Volatility is here — like the burglar lurking through the night in your neighborhood plotting his next break-in.

Just like a burglary, recessions and downturns could metaphorically “rob” certain investment portfolios of value because they are more vulnerable than others (that’s why it’s so important to proactively prepare by assessing your current situation).

Unlike a home whose valuables are insured and mostly replaceable (except those heirlooms and sentimental pieces), your investment portfolio isn’t insured against market loss.

That’s why it’s so important to take these crucial and proactive steps that may help protect your investments.

Ideally, you’d take these steps before a recession strikes, but it’s not too late to prepare yourself and your investment portfolio.

In light of the recession, I prepared this 4-minute read and flowchart that I think you’ll find incredibly valuable.

My team’s most recent publication, Investments Facing Recession Volatility: A Simple Flowchart to Determine What (if Anything) You Should Do, will guide you through an extremely simple 3-step process to discover:

  • How to assess your current investment situation whether you’re 10 years away, 5 years away, or already in retirement
  • The 3 or 4 critical questions you need to ask yourself that will determine what you should do next (if anything)
  • Your level of confidence with your current investment strategy and what you can do about it

You’ll leave with a crystal-clear picture of what you should do next (if anything) that may help preserve and protect your investment health — just like how you’d protect your house while you’re away.

My goal in sharing this article with you is to help you feel confident that you’ve done everything you can to control the uncontrollable.

You have retirement income you’ll be depending on in the next 10 years, 5 years, or maybe even right now.

Please take the time to examine this flowchart — it will empower your work-free life!

If you have any questions, I’m here to help.

Download Now: Investments Facing Recession Volatility: A Simple Flowchart to Determine What (if Anything) You Should Do 

To feeling confident with your investment portfolio,

Kyros Wealth Logo

Carlos Salmon, CPWA®

Founder and Managing Director
Kyros Wealth Management, LLC

(Cell) 213.268.9495 | (Direct) 203.538.9905


Kyros Wealth Management, LLC 
175 Capital Blvd, Suite 402, Rocky Hill, CT 06067 | 203.730.9500 |