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Is "Stay the Course" Still a Good Idea?
2020 | 1:40
Judith Ward, CFP®, explains the importance of staying with your investment plan. You’ll also see how proper asset allocation, including bonds, can reduce the impact of volatile markets.
IMPORTANT INFORMATION: This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide fiduciary recommendations concerning investments, nor is it intended to serve as the primary basis for investment decision-making. Any tax-related discussion contained in this material, including any attachments/links, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised in this material.
Past performance is not a reliable indicator of future performance. Hypothetical historical portfolio of 60% stocks as represented by the S&P 500 Index and 40% bonds as represented by the Bloomberg Barclays Aggregate U.S. Bond Index. Index performance is for illustrative purposes only and is not indicative of any specific investment. Investors cannot invest directly in an index.
about the speaker
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Judith Ward, CFP®, Senior Financial Planner Judith Ward is a senior financial planner and a vice president of T. Rowe Price Associates, Inc. She provides guidance on personal finance and retirement-related issues and is responsible for developing a broad range of financial planning products and services. Additionally, she provides T. Rowe Price perspectives to individuals, institutions, and the media and contributes to T. Rowe Price publications. She also has been quoted in national news organizations' columns and websites. She has been with T. Rowe Price since 1983. Judith earned a B.A. in economics and a certificate in finance from the University of Maryland Baltimore County. She is a CERTIFIED FINANCIAL PLANNER® certificant and is a Series 7, 63, and 65 registered representative. |
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