Episode 5: Down Market Mini Series - Reassessing Your Financial Plan

In the final installment of our mini-series on financial strategies folks can pursue during down markets, Jim and Victor talk about taking a step back and reassessing your overall Financial Plan:

• Do the assumptions you used to create the plan still hold true?
• Have your goals or risk tolerance changed?
• Are there any steps you need to take to get your plan back on track?

This is also the first episode we recorded after deciding on a name!