Messages

Mary Johnson

01:28 PM

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

Robert Williams

04:19 PM

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

Patricia Davis

07:05 PM

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

Michael Brown

09:05 AM

I've been reviewing the recent market commentary and have some questions about the outlook for interest rates.

Jennifer Wilson

12:18 AM

Thank you for your guidance on the Roth conversion strategy. It's making a significant difference in my tax planning.

David Garcia

10:06 PM

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

Elizabeth Taylor

08:33 PM

The article you shared about healthcare costs in retirement was eye-opening. I'd like to discuss how to better prepare for these expenses.

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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