Description

In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile.

Some topics they cover:

• How do we advise clients during times of volatility?
• Timing the market is difficult. Is now a good time to get into the market? How are we advising new clients?
• What are some specific strategies we recommend when the market is down?

As always, thank you for listening! This episode was recorded on 8/8/2022.