Local CFP®: It Is Possible for Investors to Manage Market Volatility

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Bay area Certified Financial Planner™ Kelly Crane has a hopeful note for local investors: “It is possible to protect your investments, even generate income, in a volatile market and economy.”

Though the U.S. financial markets continue their volatile trends, Bay area Certified Financial Planner™ Kelly Crane has a hopeful note for local investors: “It is possible to protect your investments, even generate income, in a volatile market and economy.”

Crane, of http://www.NapaValleyWealthManagement.com, expects the financial markets to continue their volatility for some time–for one primary reason: algorithm-based trading. Crane explained, “Only in the last few years have algorithms been developed and implemented into trading systems. Today most trading houses, hedge funds, and even self-investing individuals, utilize software with automatic, computerized buy and hold triggers.”

Crane thinks these popular trading programs are a factor in the increased market volatility. He stated, “A few years ago only one million shares per day were traded; today it’s not unlikely to see one million per company, per day traded. Higher trading volume equals increased volatility.”

Crane asserts, “Given this market, it is not enough to allocate resources–the investor must also allocate risk. The best approach is through personal, customized financial planning, which can’t be achieved by automated programs.”

Crane, founder and Chief Investment Officer of Napa Valley Wealth Management, is hosting a series of complimentary seminars titled, “How to Manage Market Volatility: Building & Preserving Your Wealth in Today’s Economic Climate”, to help affluent investors overcome emotional-investing behaviors and develop long-term plans that incorporate risk into their asset management.

Seminar Details: "How to Manage Market Volatility"

Napa Area
Monday, November 7, 2011 – 6:30pm
Culinary Arts Centre of the Napa Valley Wine Train
801 Eighth Street, Napa, CA, 94559
Speaker: Kelly F. Crane, CFP®, CLU, CFA
Register: (888) 883-3222 or (707)963-5096 or online: http://www.NapaValleyWealthManagement.com/seminars.cfm

St. Helena Area
Tuesday, November 8, 2011 – 6:30pm
NVWM office
1127 Pope Street, Suite 101, St. Helena, CA 94574
Speaker: Kelly F. Crane, CFP®, CLU, CFA
Register: (888) 883-3222 or (707)963-5096 or online: http://www.NapaValleyWealthManagement.com/seminars.cfm

San Ramon Area
Wednesday, November 9, 2011 – 6:30pm
Marriot Hotel
2600 Bishop Drive, San Ramon, CA 94583
Speaker: Kelly F. Crane, CFP®, CLU, CFA
Register: (888) 883-3222 or (707)963-5096 or online: http://www.NapaValleyWealthManagement.com/seminars.cfm

Kelly Crane, CFP®, CLU, CFA, has over 25 years of money management experience and has a passion to help his clients maximize their return while minimizing their risk. His firm, Napa Valley Wealth Management, has three locations in the Bay area: St. Helena, Pleasant Hill, and San Ramon. Jointly they serve over 300 clients and steward $175MM in assets under management.

Kelly Crane, CFP®,is a Registered Principal of, and offers securities and investment advisory services through Financial Network Investment Corporation, member SIPC. NVWM is not affiliated with Financial Network.

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Tiffany Taylor