Last Friday, our founders, Adam Zuercher, CEO & Chief Investment Officer & Tony Hixon, Chief Operating Officer hosted a special Bear Market Briefing.

Recorded On: Friday, May 27, 2022

Hosts: Adam Zuercher & Tony Hixon

When markets fall, it’s easy to forget that downtrends are part of the investing cycle. When prices are trending lower, it’s easy to second-guess yourself. But over the years, we’ve found that doesn’t help.

So when prices slip, it’s a good time to review some important topics:

In this video we cover the following topics:

1. The current status of the US stock market. Hint: We are in a bear market.

2. What is a bear market?

3️. How often do bear markets occur and how long do they last?

4. What’s driving the downturn?

5️. Is this level of stock market volatility normal?

6️. Six reasons to be bullish.

7️. What you should be doing now.

It’s important that you feel comfortable with the approach of your financial investments. We align our clients investment strategy with their goals, time horizon, and risk tolerance. We build portfolios with anticipation that there will be good times and bad. If you have any questions about your portfolio after watching this video or need a second opinion, please don’t hesitate to send us an email at or give us a call at (419) 425-2400.