Regency Wealth Management

Andy Aran Quoted in The Stock Dork

Jenna Gleespen  •  March 17, 2022

Andrew M. Aran, CFA and managing partner at Regency Wealth says:

“The best strategy in any environment needs to be a long-term one that matches the investor’s resources and risk appetite to a highly diversified portfolio.

While other approaches, like trying to time the market (raising cash and then buying the dips) escalate speculation and have historically underperformed a steady, balanced approach.

Keeping some reserves, above and beyond an emergency fund, should mitigate the natural desire to de-risk at the wrong time (when risks seem high and the market is trending down).

Lastly, there are some investment products that allow for limited upside while cushioning the downside and these can be used tactically.”

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