Are you concerned about your investments dropping?

 

With markets being particularly volatile throughout January, we understand that you may have some concerns. To help you better understand the current market fluctuations, we’ve attached a Special Edition of the Count Market Watch report that focuses on the recent market volatility.

It is important to remember that volatility is a natural part of the economic cycle. While markets go up and down and returns fluctuate, this shows us that over the long term share markets have risen but volatility has been a part of this story. In times like these, it is also important to remind yourself of some of the fundamental principles of investing.

  • Shares are a long-term investment. Shares are generally a long-term investment designed to provide capital growth over a period of five years or more. For superannuation investments, the time frame may be anywhere up to 20 years.
  • Markets go up and down. During volatile times it is important that we continue working together to ensure your investment portfolio is sufficiently diversified to cope with market volatility.
  • Your financial plan is designed for you. We designed your financial plan and investment strategy to suit your goals and risk profile. It is important that you don’t make changes to your portfolio without seeking advice and confirming whether the changes are aligned to your goals and objectives.
If you have any questions about the effect of financial market movements on your investments, or would like to review your financial situation, please contact us.

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