News from SVA Plumb Financial


SVA Financial Group’s Cowen Featured in MKE Lifestyle Magazine

By SVA Financial Group | 9/15/2020

SVA Financial Group’s Nathan Cowen, AAMS® authored an article in MKE Lifestyle Magazine titled “Investing in Uncertain Markets”.

When it comes to investing in uncertain markets, if there is not a proper investment plan and strategy, there is no way of knowing how a portfolio will react when the markets become volatile and uncertain. Cowen advises a three-step approach to help alleviate anxiety and control emotions when the markets are uncertain.

  1. Create a tailored investment and financial plan that defines your short and long-term goals.
  2. Invest your funds at the appropriate level of risk.
  3. Manage your plan. Monitor the investments you have selected for changes in their performance, risk level, or overall strategy.

Nathan is a Wealth Manager with SVA Wealth Management. With more than 26 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and families, which includes educational, retirement, and estate planning. In his role as Wealth Manager, he assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to help achieve those goals.

Click here to read the entire article.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.