Expectations and Volatility | Intentional Wealth Update

In this video, Dennis and Katie sit down to unpack how expectations shape investor sentiment—and how quickly that sentiment can swing. From market headlines to interest rates, they explore the many forces that influence stock performance and why it's so important to stay grounded when things feel uncertain.

You’ll hear them break down:

❓Why stocks really go down (hint: it’s not just the news cycle)
❓How expectations are built into fundamentals like P/E ratios
❓The role of bonds in providing stability during turbulent markets
❓Why diversification and rebalancing still matter—especially now
❓How to view long-term performance, even in the face of short-term pullbacks

Whether you’re nearing retirement or still in the accumulation phase, this conversation helps reframe fear into perspective—offering a reminder that volatility is not the enemy but part of a functioning market.

Have questions about your own portfolio? Dennis and Katie encourage you to reach out and talk through it. Sometimes, a fresh perspective makes all the difference.

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