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Robert L. Davis, CPA
Financial Advisor
Crystal D. Davis, CFP®
Financial Advisor
Davis Financial Services, LLC
Park Place Professional Center
5871 Allentown Road
Camp Springs, MD 20746
Phone: 301-702-9300
Website: www.davisfinancialsvcs.com
March/April 2026
Keep Calm, Stay the Course
We all hope for a prosperous year, having had the opportunity to evaluate the first quarter of 2026. However, we also know that markets are fluid, and their performance cannot be predicted or timed; therefore, it is essential for every investor to adhere to well-established fundamentals to help them stay on track toward their goals.
Remain Calm
Do not get too excited when the market is high, and don't get too discouraged when it drops. Resist the urge to overcorrect. Selling in a panic means you'll be less invested in the future to generate dividends or participate in any potential recovery.Stay Invested
Even the experts cannot predict when markets may turn. Trying to "time the market" usually leads to poor decisions.Stick to Your Strategy
When a sailor encounters rough seas, he keeps a steady hand on the tiller and his eyes on the horizon. With investing, the equivalent is to maintain a good, balanced mix of assets aligned with your needs, goals, time horizon, and risk tolerance.Diversify
By owning a diverse variety of assets, you may be able to create a portfolio that is somewhat shock-resistant.*Rebalance
Market fluctuations can throw the mix of investments out of line with your objectives. This means that you may have to buy or sell assets to maintain your desired level of risk. A significant market drop can also present an opportunity to add investments at sale prices.Be Patient
While nothing in life is guaranteed, history shows us that major stock market declines are historically followed by recoveries to new highs. Sometimes it takes weeks, and sometimes it takes years.***Diversification cannot eliminate the risk of investment losses. Past performance won't guarantee future results. An investment in stocks or mutual funds can result in a loss of principal.
** https://www.morningstar.com
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Davis Financial Services, LLC and LTM Marketing Solutions, LLC are unrelated companies. This newsletter was created by LTM Marketing Solutions, LLC and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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