Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets

In this Perspectives episode of Money & Meaning, host Jeff Bernier shares insights on handling uncertainty during challenging times. Reflecting on past crises—9/11, the Great Financial Crisis, and the COVID-19 pandemic—Jeff explores how emotions can cloud judgment and why it's essential to develop strategies for managing risk and uncertainty. He provides practical advice on staying grounded, focusing on long-term goals, and avoiding fear-based decision-making. Whether you're feeling anxious about political change, market fluctuations, or the broader economic landscape, this episode offers a thoughtful approach to maintaining clarity and confidence in uncertain times.

Topics covered:

• The cyclical nature of uncertainty and how history offers perspective
• The difference between risk (manageable) and uncertainty (unbounded)
• The importance of journaling as a tool for reflection and growth
• Strategies for handling uncertainty:
• Clarifying personal values and beliefs
• Maintaining faith in the future and a long-term perspective
• Being selective about the media and content consumed
• Focusing on relationships, opportunities, and personal growth
• Practicing gratitude and avoiding reactionary decision-making
• Why politics should not drive investment decisions
• The role of goal-focused, planning-driven investing versus market-focused, performance-driven investing

Useful Links:

• Jeff Bernier on LinkedIn: https://www.linkedin.com/in/jeffberniercfp/
• TandemGrowth Financial Advisors: https://www.tandemgrowth.com/