Barron's: GoalVest CEO Shares Advice on Navigating Market Volatility Amid Tariff Concerns
3/13/2025
Our CEO Sevasti Balafas, CFA, CPWA® recently spoke with Barron's Advisor about strategies for positioning client portfolios for success amid recent tariff-related market volatility.
"There are two different types of responses I’m giving to clients. For those who are long-term, growth-oriented investors and don’t need their investment money over the next five years, I’m saying, 'Instead of talking about selling, should we be looking at buying?'...We like the Mag Seven for plenty of good reasons. Let’s look at these stocks and what they do and how they earn their revenues, and if we’re getting a discount, shouldn’t we be buying in?”
"For people who need cash, who are taking a monthly distribution now or will be in the near future, I am making sure I have at least 12 months of distributions set aside for them."
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