How can we help?
Close

Ask the Advisor: Should I be doing something different with my portfolio given what’s happening in markets right now?

In Ask the Advisor, we put your questions to the experts. Our FBA Family Business Accredited Advisors answer frequently asked questions from family business clients for your benefit. Responses are from trusted professionals who understand the ins and outs of family business. In this Ask the Advisor, Mike Cooney answers the question, "Should I be doing something different with my portfolio given what’s happening in markets right now?"

24 June, 2025
Finance, Family Business Advisor, Article, New South Wales
image description
image description
image description

'Should I be doing something different with my portfolio given what’s happening in markets right now?'

The market noise this year has been relentless. My advice is simple: anchor your investment decisions to your long-term goals, not short-term headlines. Reacting emotionally to volatility often does more harm than good.

Instead, we continue to focus on the fundamentals — diversification, high-quality assets, and ensuring there’s liquidity where it matters.

Uncertainty will always be a feature of markets. A well-structured portfolio — tailored to your goals, risk tolerance, and life stage — is built with this in mind. We review strategies regularly, but not reactively. In fact, periods of volatility can often present opportunities for the patient investor.

Ultimately, successful investing isn’t about trying to time the market. Great investing is grounded in long-term participation and a disciplined strategy that evolves in alignment with your life circumstances.

By NSW based Family Business Accredited Advisor

Mike Cooney - Wilsons Advisory

https://www.wilsonsadvisory.com.au/