We like to refer to ourselves as a REAL Financial Planning firm here at Metis Ireland. We rarely use the term Financial Advisor because we believe that it doesn’t tell the full story of what we do every day or how we add value to our clients.
#rebalancing
We firmly believe that once you have established a long term financial plan that is designed to allow you LIVE THE LIFE YOU WANT, then you should implement an appropriate investment strategy that is diversified and invested in asset classes that have a long track record of providing the best outcomes i.e. equities and bonds. You then MUST #StickWithThePlan.
We wanted to reaffirm to our existing clients of our raison d’etre and tell the world, or at least Ireland, of our vision and mission to deliver Life Centred Financial Planning to all those who would embrace it.
It was such a thrill to launch our white paper “Making Better Decisions” in Dublin last week. We were blown away by the support for the event..
The stock markets have been pretty volatile over the last few months. Volatility is normal in the world of Stock Markets and the financial media love when temporary corrections happen as it provides “news” to comment on.
Carl Richards explaining why clients may not realize it at first, but they need their advisors to be a barrier between themselves and buying high while selling low.
‘Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your personal goals while you’re at it?’