Ocean 89 Radio Interview – Wealth Wednesday

Market uncertainty, a prevalent theme in investment, trade and governance, manifests as Volatility in Finance.

Here in our latest episode with James Balfour, Senior Portfolio Manager, and Jason Chlup, Senior Investment Advisor, as they discuss strategies for managing volatility and identifying opportunities during turbulent times.

Despite market fluctuations, investors both new and experienced, can find assurance in the normalcy of these cycles. Diversification, coupled with a long-term investment horizon, remains a cornerstone of effective risk management. For more on this, listen to James’s rich discussion at 3 min and 14 sec and Jason’s elaboration on the long-term horizon. This also underscores the vital role an investment advisor plays in your investment journey.

When asked about investment vehicles, James explains Money Market Funds (listen at 11 minutes 27 secs) while Jason describes Fixed Income Funds (listen at 13 minutes 58 secs). [Fact Sheet Links: Money Market Funds, Fixed Income Funds]

Ultimately, while uncertainty persists, opportunities emerge. We advise you to consult with a qualified investment advisor to navigate volatility and capitalize on potential gains.

You are also welcome to join our upcoming webinar on April 9^th 2025. Click here for more information.

The information contained in this article is for information purposes only, and represent the views of the author. It is not intended as specific investment or financial advice, or a recommendation or solicitation to buy or sell any security. Any investments or strategies listed in this article may not be suitable for all investors. Past performance is not indicative of future performance, and as with any investment, prices may fluctuate. It is recommended that advice is sought from a qualified investment professional prior to implementing any financial plan. LOM has made every effort to ensure that the contents herein have been compiled from sources believed reliable, however LOM does not warrant the accuracy, adequacy, timeliness, or completeness of this information expressly disclaims liability for errors or omissions in this information.