Managing Market Volatility & 3 Red Flags to Watch in Your Financial Advisor | Jonathan Wellum

Feb 5, 2026

Jonathan Wellum, an investment professional in wealth management, shares a disciplined framework for handling market volatility. He discusses portfolio construction to reduce panic, the importance of temperament and margin of safety, diversification and position sizing, and three advisor red flags: trend-chasing, poor diversification, and unrealistic return promises.

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ADVICE

Know Your Circle Of Competence

Do build a 'circle of competence' and research any investment before committing funds.
Do seek businesses with economic moats, strong management, and enough cash runway for operations.

ADVICE

Insist On A Margin Of Safety

Do build a margin of safety and avoid overpaying for assets or chasing frothy valuations.
Do evaluate price versus intrinsic value rather than buying on hype or fear of missing out.

ADVICE

Diversify Like A Symphony

Do thoughtfully diversify across uncorrelated holdings and avoid extreme concentration in one or two positions.
Do size positions so the portfolio behaves like a symphony of instruments, not a single loud solo.

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💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4tkJOv8

Market volatility, like what we’re experiencing this year, can feel unsettling. In this 8 minute video, Jonathan explains why investor panic because of volatility is usually the result of poor preparation and shares his disciplined framework for managing it. He also highlights three key red flags investors should watch for when choosing a financial advisor: chasing trends, promising consistent double-digit returns, and failing to properly diversify and rebalance portfolios.

💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g

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