I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020, I was on the phone with a client. She is in her late 60s, successful in her work, a great person whom I appreciate, and also one of those people who get super nervous any time the market fluctuates. When things move, as they have so often during the pandemic, after a few days of fluctuation the market movement usually gets picked up by the media. As soon as you hear about it in the news, this client is one among a small handful of people whom I know to expect a call from as soon as there’s volatility in the markets.
