Our commentary and materials are not meant to minimize the human impact that the Coronavirus has on those affected but simply to share perspective on the impact of the outbreak to the markets and a well-diversified investment portfolio.
Below is a catalog of content we prepared around navigating the coronavirus pandemic. If you have content you’d like to share or questions for us, please get in touch.
Some Perspective on Recent Market Movements: The Coronavirus and Things to Remember About Investing in Stocks
Published February 27, 2020
With Coronavirus fears dominating the headlines this week and pushing the markets into correction territory, it’s worth reviewing some key points on long-term investing. While the financial markets don’t like uncertainty, and traders are likely going to sell first and ask questions later, it’s important to remember that we are investors, not traders. The current crisis, or any market movement over a week, shouldn’t derail your investment strategy. Remember, the impact of a correction, recession or bear market is built into a well-designed financial plan.
Published March 18, 2020
With the coronavirus pandemic now impacting the entire globe, markets across the world are reacting. While all bear markets seem to come out of nowhere—this one literally came out of thin air. In this post, we cover our four-part “bear-market playbook,” which outlines how we operate on behalf of clients during these periods. If you are not a client, this will give you some actions to consider taking now.
Published March 15, 2020
Published March 31, 2020
When hit with unexpected market shifts, there’s no need to panic. There are an array of action steps you can take to be prepared for economical downturns. With the global impacts of coronavirus emerging, there are a variety of different strategies to pay attention to and put into place in order to protect your finances.
Today’s guest, Isaac Presley, is the CEO and Director of Investments for Cordant Wealth. Isaac shares how to put a financial blueprint into place and the benefits of sticking to your financial goals. He also reveals actionable steps given the current market environment to monitor your finances and protect your assets. Join Scott Malbasa in this relevant and insightful conversation with Isaac Presley.
As the market is changing, many of us may feel compelled to take action along with it. There are many factors to consider when deciding whether or not to act on that impulse. In this episode, Scott Malbasa, your host and financial advisor, shares questions to ask yourself when considering a change in a volatile (or any) market environment. He shares a personal client story and a strategic approach to managing this client’s desire to take on more risk. Join Scott to learn how you can get to the root of your impulse and make the best financial decision for your goals.
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