Posted October 5, 2022 by juliuswealthadvisors

There are cycles, ups and downs, and emotions can run riot when it comes to investment prospects. Julius Wealth's approach to risk analysis is to remove emotions from the picture and make sure that we are consistently and strategically investing.

Englewood, New Jersey – Unfortunately, many people don’t talk about the risks involved with investing when times are good. They become accustomed to strong returns.

And that’s been the case during the lengthy bull market, which in recent months has turned bearish.

“This is a typical reaction that I see from people, said Jason Blumstein, CFA®, and founder of Julius Wealth Advisors, LLC, (www.juliuswealthadvisors.com) a financial and investment advisory firm “With investment opportunities there are cycles, ups and downs, and emotions can run wild.

“Our philosophy in analyzing risk is to take emotions out of the equation and make sure we are strategically and consistently investing. It’s important to keep in mind that historically, the stock market has been a reliable vehicle when it comes to building wealth.

“These cycles are typical and even down times offer opportunities.. It’s important to weather the down times and realize you’re investing for the long haul – for retirement, planning for college, etc.”

In a recent blog post on his website (https://www.juliuswealthadvisors.com/blog/what-is-risk), Blumstein addresses issues related to analyzing risk.

“We’re in a period of sharp market declines,” he said. “We’re starting to hear things like the market is ‘too risky and volatile’ and there is too much uncertainty.

Blumstein stresses that it’s always important to invest in profitable businesses.

“These companies should rebound,” he said. “And during times of volatility, these are typically buying opportunities. Shares can be purchased at discounted prices. So, even as share prices drop, it can be a good time to invest in these companies.”

As a follower of Warrant Buffett, Blumstein makes the following observation:

“When the market is volatile, as Mr. Buffett noted, this is actually historically when you want to invest,” he said.

Blumstein makes very valid points in his blog, which, basically, stresses his concentration on education as the leading influence when it comes to investing.

Blumstein’s plans are customized to a client’s needs and timeframes. The process involves:

- A philosophy guided by the principles of Warren Buffett and Jack Bogle which emphasizes owning high-quality assets for decades, not days, while seeking downside protection and controlling the drag of cost and taxes.

- Research and invest in assets that exhibit certain quantifiable characteristics that have been demonstrated to deliver more favorable long-term, risk-adjusted returns – not every time, but over time.

- Ascertain an investor’s needs, ability and willingness to own a business. The goal is to personalize a solution that meets unique situations, allowing the clients to stay the course with long-term peace of mind.

Julius Wealth Advisors, LLC, is built on three pillars -- integrity, knowledge and passion. The firm’s services include behavioral coaching, financial planning and investment management.

“Unlike the typical financial and investment advisor,” said Blumstein, “we believe in offering more than just numbers on a quarterly report. We are here to help you identify long-term financial goals and create a tailored plan to achieve them. Plus, we offer behavioral coaching to support better decision making in the future.”

Blumstein also points out these plans change as lives and personal situations change. These can include marriage, becoming parents, an illness, a divorce, career change, and ultimately financial freedom. Regardless of these situations, Julius Wealth Advisors, LLC, stresses the disciplines necessary to reach any of these goals.

For More Information :- http://www.juliuswealthadvisors.com/
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Issued By Julius Wealth Advisors
Phone 201-289-9181
Business Address New Jersey
Country United States
Categories Finance
Tags julius wealth advisors
Last Updated October 5, 2022