Market volatility is nothing new – but for high-net-worth investors, it can feel deeply personal. When portfolio values swing, even experienced investors can find themselves second-guessing their strategies or rushing to act. In turbulent times, staying disciplined isn’t easy – but it’s essential.
Join Simon Quick Advisors for a live webinar on June 17, 2025, where we’ll explore how volatility impacts long-term performance – and what high-net-worth individuals can do to turn short-term turbulence into long-term opportunity.
What You’ll Learn:
- Why volatility is normal – and how market recovery typically outpaces expectations
- How missing just a few key days in the market can cut your returns in half
- Behavioral traps to avoid when emotions run high
- How to strategically harvest losses, rebalance your portfolio, or convert assets
- Ways to use volatility to your advantage – from Roth conversions to gifting strategies
Whether you’re navigating a concentrated equity position, reassessing your liquidity, or just wondering what to do next – this webinar will give you the clarity and confidence to act intentionally.
Webinar Details
Date: June 17, 2025
Time: 4:00 PM EST
Location: Live Virtual Event
Join our panel of seasoned advisors from Simon Quick as they walk through real-life examples, key data, and actionable planning strategies tailored for High-Net-Worth investors.
Don’t let short-term fear derail your long-term plan. Register now to reserve your seat.
