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May 6, 2025 15 mins

David Belisle discusses the roller coaster that is happening in the stock market and why people’s best decisions are not made when they are freaking out. David shares how this is the first down market in a long time and how this correction is inevitable. He speaks to the behavioral coaching he has to give in his job and explains both the insurance-based (annuities) and equities-based (dual-directional notes, buffered vehicles) that he uses with clients in times like these. David also discusses his big staff trip they are taking to Ft. Lauderdale, Florida.

Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the “Retirement: Ready or Not?” discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.

FB: https://www.facebook.com/paramountfinancialma/

Sign up for David’s educational tax seminar on June 2nd and 3rd at the Williams Inn in Williamstown. Space is limited, so sign up now: https://keap.page/qju393/taxes-in-retirement-event-registration.html

See omnystudio.com/listener for privacy information.

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