6 Strategic Moves for Investors in a Volatile Market
As Featured In: Reuters (On the Money) — Omar A. Morillo, CFP, ChFC, AIF & Charles B. Sachs, CFA, CFP · March 11, 2026 (Reuters)
Financial markets are never perfectly calm, and this Reuters column — co-authored by Imperio Wealth Advisors’ Omar Morillo and Charles Sachs — argues that volatility is an opportunity, not just a risk, for disciplined investors. The piece walks through six strategic moves, from revisiting long-term investment strategy to rebalancing and tax-efficiency planning, for navigating turbulent markets without reacting emotionally.
This post summarizes content originally published by Reuters (On the Money). It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed in the original piece are those of the quoted individuals and/or original publication, not a guarantee of future results. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.