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How Do Stocks Perform During Down Times?

June 30, 2022 By Katie Brewer

As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. Historically speaking, stocks have done well over time, even during periods of Continue Reading

Filed Under: Economy, Investing Tagged With: recession, recession investing, stocks

Refreshing Your Portfolio for the Best Growth

January 19, 2017 By Katie Brewer

It's a good idea to check your portfolio at least once a year to make sure it aligns with your financial goals. If you're like many investors, you look closely at your next move but forget to assess the big picture. Here are some tips to shape up your portfolio: Get a clear idea of your investments You can't make sure your portfolio is balanced if you don't understand how your investments Continue Reading

Filed Under: Investing Tagged With: balancing portfolio, bonds, investments, portfolio, retirement, stocks

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Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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