Bloomberg Wealth: How to Be a ‘Genius’ in a Bear Market

Laura Mattia, chief executive of Atlas Fiduciary, says she’d remind clients that only part of their portfolio is invested in the domestic market. What’s more, “their overall plan was built to achieve both short-term and long-term goals. For clients who require an income stream, we have implemented a cash withdrawal strategy overlay which will not disrupt the overarching investment strategy or their spending needs.”