Investing with Confidence
Guidance for resisting emotional investing
and staying on track for the long term.
Keep a Long-Term Perspective
Not every financial account that goes down in value stays down. In fact, history shows that financial markets eventually recover
with time.
Market Declines: A History of Recoveries
This gives a historical snapshot of how the Market has recovered after significant decline.
Principles of Long-Term Investing Resilience
This article gives a wholistic approach to evaluate what matters most to you, Mindset principles, Risk Management evaluation , and building a plan to withstand times of uncertainty.
WADDELL TO LPL
You may still have some questions regarding our recent back office merger with LPL Financial. We aim to provide some relief by answering some of your Frequently Asked Questions on the page linked below. As always, we are here for you — please don't hesitate to contact us with any additional questions you may have.
Pullman Office
Tri-Cities Office
Feel free to stop by the office to ask any questions, set up a consult appointment, or even just grab some complimentary candy from the front desk!
Please keep in mind that we at Values & Vision still aim to err on the side of caution in response to the COVID-19 pandemic. To read about our current office protocol and policies, please click on the button below.
