Tag: Risk Tolerance
Handling Market Volatility (Ep. 4)

Handling Market Volatility (Ep. 4)

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Market volatility can be nerve-wracking, but it also presents unique opportunities for investors.

How do you stay calm and make informed decisions during market fluctuations? How do you ensure your financial strategy aligns with your goals and risk tolerance?

In this episode, Marc Hernandez dives into the importance of being prepared for market fluctuations while unveiling MAH Financial’s approach to providing comprehensive client support. 

By listening, you’ll gain insights into handling market downturns, the value of proactive communication with your financial advisor, and the strategies for maintaining a balanced portfolio even in unpredictable times.

Marc discusses: 

  • How to handle client calls and concerns during market downturns
  • The importance of understanding risk tolerance and timeline in financial planning
  • Strategies for making opportunistic investments during market dips
  • Proactive measures and tools for managing 401(k) and other investment accounts
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

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How MAH Financial is Serving the Underserved (Ep. 2)

How MAH Financial is Serving the Underserved (Ep. 2)

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How to build a solid financial future even if we don’t have half a million to invest?

This week, Marc Hernandez and Carlos Lopez talk about their new initiative, ‘Serving the Underserved,’ focused on helping individuals who may not have substantial assets but are eager to learn how to achieve financial independence. 

Whether you’re just starting your career or looking to better understand your financial options, this episode is packed with insights designed to set you on a path to economic stability.

Talking points include: 

  • The importance of early financial planning and budgeting for young professionals
  • Carlos and Marc’s motivation for creating a financial program aimed at helping individuals who don’t have substantial assets to invest
  • How to utilize financial programs like 401(k)s, IRAs, and 403(b)s to build long-term wealth
  • Implementing proactive strategies to manage emotions related to market fluctuations
  • The value of staying in touch with financial advisors for ongoing support
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

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