The current state of the markets
We would like to reassure you and put your mind at ease.
The ongoing Ukraine conflict coupled with the slow recovery of world markets following Covid-19, has created a great deal of market uncertainty.
In the short-term, markets are likely to remain volatile, however at Joslin Rhodes we’re closely monitoring our investment portfolios and will make any changes if we need to.
Of course we understand a downturn in your portfolio can be worrying.
When investments start to fall, instinct may tell you to sell your investments to prevent losses.
However, one of the goals of our overarching planning and advice service is to prevent knee-jerk emotional decisions that may cause you longer-term financial harm.
We want to reassure you that we’re doing all we can to manage your investments.
Our advice is to have confidence in our investment philosophy. Trust the markets, resist a sell-off, diversify your risks and focus on the long-term.
Hopefully this provides further comfort that we’re doing everything we can regarding these market changes.
As always, we’re here to help if you have any questions.
Upcoming Events
Free Estate Planning Workshop
Thursday 21st of July 6pm – 7pm at our Stockton Planning Rooms
To book your place simply click here to pop us your details and we’ll save you a seat.
Free Equity Release Workshop
Tuesday 26th of July 6pm – 7pm at our Stockton Planning Rooms
To book your place simply click here to pop us your details and we’ll save you a seat.
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Other articles
What is equity release and how does it work?
In this issue we’ll be exploring Equity Release. Louise from our Financial Planning team provides her expert insights into the pros and cons and how it can be used as another tool in your financial planning to fund the things that matter to you. 🏡 💰
We’re M.A.D. about Making a Difference
Discover why we’re M.A.D. about making a difference at Joslin Rhodes. ❤️
Click here to read more about what we’ve been getting up to 
.
Meet the Team
In our regular ‘Meet the Team’ feature we’re chatting to Julie from our Business Support team about her (almost) 15 years’ with us. Ooh if the walls could talk 😊
Talk To The Experts
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We'll show you:
When you can afford to retire
How much money you'll need in retirement
How to make the most of your pensions and other assets to fund your lifestyle
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