Do changing global circumstances resulting from the war in Ukraine dictate a change in my Portfolio?

The war in the Ukraine is having an effect on the Global Economy. The Walton Financial Group has advice for investors.

The Walton Financial Group in Barrie, Ontario has advice for investors related to the impact of the war in Europe

The question of whether and how to adjust an investment portfolio to the war in Europe is on many investor’s minds.

If you own a highly speculative portfolio designed for last year’s go-go stock market conditions, you need to talk to us soon.

Old-fashioned diversification is how you build a portfolio that can weather a conflict like the one happening in Ukraine. You may already have that diversification. Call us to set up a meeting with a financial advisor for a portfolio analysis.

If you own a diversified portfolio, a balanced mutual fund or an asset allocation exchange-traded fund that corresponds with your personal investing profile, you will be fine.

The team at the Walton Financial Group in Barrie, Ontario is ready to advise investors about strategies related to portfolio adjustment related to changes in the Global Economy and the war in Ukraine.

Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This Do changing global circumstances resulting from the war in Ukraine dictate a change in my Portfolio? was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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