Times of heightened uncertainty, whether as a result of geopolitical tensions, inflation concerns, interest rate concerns, or anything else, can make it difficult for investors to stay the course. Stock market volatility and negative headlines give the impression that you should be doing something. Poor investor behavior begins to emerge and the average investor can easily lose thousands (or more) from poor decisions.
On this episode, host Joe Allaria is joined by brother, Wealth Advisor, and CERTIFIED FINANCIAL PLANNER™ professional, Mark Allaria, as the two discuss keys to investing in a crisis by properly managing your behavior.
For more information on some of the statistics mentioned, you can visit the sources below:
First Trust S&P 500 Returns study
Learn more about Host Joe Allaria and CarsonAllaria Wealth Management by visiting CarsonAllaria.com.
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Invest Wiser & Retire Better!
Partner | Wealth Advisor at CarsonAllaria Wealth Management
Mark is a Partner and Co-Founder of CarsonAllaria Wealth Management, an independent RIA located in Glen Carbon, IL. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in working with individuals within 5 years of retirement and those that are already retired.
As a Partner and Wealth Advisor with CarsonAllaria Wealth Management, Mark’s primary role is to work directly with clients as the leader of their financial plan, while also creating and implementing strategic vision for the firm. Mark is a builder of strong relationships and takes pride is providing clarity and removing uncertainty from a client’s financial situation.
Mark was born and raised in Edwardsville, IL. He earned a Bachelor’s Degree from the University of Evansville, where he played Division I basketball. Mark earned a Master’s Degree from Southern Illinois University Edwardsville. Before making a career move to financial planning, he coached collegiate basketball for SIUE for nine years.
Mark and his wife, Sarah, have 5 children; Macy, Lane, Ty, Bradley, and Isaac. Mark enjoys watching and supporting them all in their various activities. He also enjoys coaching basketball for the boys, playing golf, hunting, and traveling.