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Financial Planning and Wealth Management for Oregon PERS Members & Retirees
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  • Who We Serve
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Hourly Consultation for Oregon PERS Members
    • Ongoing Wealth Management
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    • Collective Wealth Planning Team
    • Blog
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Daily Archives: August 19, 2024

Market Timing May Be Hazardous to Your Portfolio’s Health

Blogs, Financial Markets, News, Wealth ManagementBy GeoWealthAugust 19, 2024

Earlier this month, we saw our first bout of market volatility in a while, which sparked talk online with a couple of my clients about market timing. It reminded me of how difficult this is and why no one can do it well for any extended period. Check out the article below from our investment…

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Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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