Refocus and Reset: Coronavirus and Your Investment Portfolio

With the markets’ reaction to COVID-19, many people have financial and portfolio related questions. Whether you’re a new investor and this is your first “taste” of volatility or you’re a seasoned investor (possibly on the brink of or in retirement), it’s times like these that questions, concerns, or doubt can creep into our psyche and mindset about our investments and the relationship our investments have with our overall plan.

This video will talk through some investing-related perspectives, recognize emotional and behavioral connections to what’s happening and suggest some proactive strategies.

It does NOT pretend to know when the fluctuations in the market will end, it’s purely through the lens of how to think about the recent events in the markets and important principles investors should adhere to in these times.


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