January 3, 2023
When thinking about the stock market as a vehicle to build wealth, Diana Orlic, portfolio manager and wealth advisor at Richardson Wealth, said it is important to consider what stage of life you’re in.
“If you’re young, you actually want terrible markets, because you’re the one that is buying, and you want to buy low,” she said.
“If you’re established and you have a good net worth, I think this is the perfect time right now to review your portfolio. If you have gains, take them — take your winners. If there are things that you’re uncomfortable with, now is the time to do a tune-up.”
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