Messages

Mary Johnson

10:20 AM

I'm considering attending the upcoming webinar on estate planning. Do you think it would be relevant for someone in my situation?

Robert Williams

04:20 AM

I'm planning a trip to Europe next summer and would love to connect with other community members who have traveled there recently.

Patricia Davis

05:17 AM

I'm planning a trip to Europe next summer and would love to connect with other community members who have traveled there recently.

Michael Brown

09:04 AM

The recent volatility in the markets has me concerned. Could we schedule some time to review my investment strategy?

Jennifer Wilson

11:32 PM

Thank you for sharing that resource on Medicare planning. It was very helpful for my situation.

David Garcia

09:41 AM

I really enjoyed the in-person event last month. Are there any similar gatherings planned for the Phoenix area?

Elizabeth Taylor

03:31 AM

Thank you for sharing that resource on Medicare planning. It was very helpful for my situation.

Mary Johnson

Client

All communications are archived and subject to review

Hello! I was wondering if you could help me understand the recent market volatility?

10:30 AM

Hi there! I'd be happy to discuss that with you. What specific concerns do you have about the recent market movements?

10:32 AM

I'm particularly concerned about how it might affect my retirement portfolio. Should I be making any adjustments?

10:35 AM

That's a great question. Market volatility is normal, but your specific situation depends on several factors including your time horizon and risk tolerance.

10:38 AM

My retirement is about 10 years away. I've been following a moderate risk strategy.

10:40 AM

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