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Momentum, Turbulence, Calm.


While no advisor can assure clients of future performance, we do suggest clients consider five techniques to help navigate future market volatility:

1. Two portfolio structure

2. Correlation analysis

3. Auto rebalancing

4. Dollar Cost Averaging

5. Reverse Dollar Cost Averaging for Retirees *

If anything is fairly certain about the future it is change and continuing volatility.

For a complimentary 15 to 20 minute web based discussion of your financial situation with one of our Independent Advisors, contact the AFMG Financial Concierge at or call 800-809-0332.

* We learned from Dr. William Friend, Professor of Finance at the Wharton School of the University of Pennsylvania, this technique of re-balancing by liquidating the fewest units of ownership to generate a monthly income.

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