Refocus and Reset: Coronavirus and Your Investment Portfolio

March 19, 2020

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.

Enjoy our content? Subscribe for regular updates!

Related Content

  • Buy or Sell a Practice, Financial Independence, Financial Planning
A case study: implementing a cash balance plan in an optometry practice

As we discussed during this episode of 20/20 Money, Charlie Steingas with Cash Balance Actuaries ran through a cash balance…

  • Life Planning
Don’t underestimate how long it can take for an investment to start paying dividends

Over the weekend, I did something new: I had fun creating content in a very interesting way. Many of you…

  • Buy or Sell a Practice, Financial Organization, Financial Planning
KPIs, Profit Loss Plinko, Generational Human Capital Management, and Buying or Selling in Today’s Market with Dr. Solomon Gould, OD MBA

Adam: Welcome, Solomon Gold to 2020 Money. Thank you so much for being here. I appreciate it. Dr. Gould: Hey,…

  • Financial Independence, Financial Planning
Navigating Financial Challenges with Dr. Rhue

Adam: Welcome back to another episode of 2020 Money, Dr. Brianna Rue! Thank you for joining us today. So, I…

  • Life Planning, Practice Management
Forget Goal-Setting and Focus on Purpose: A Mindset Conversation with Stephanie Bogan

As an optometric practice owner, it’s easy to get caught up in the day-to-day operations of running a business.  We…

  • Financial Planning
Financial Planning for the Medical Millennial: Navigating Success and Growth for Young Optometric Practice Owners

Balancing student loan debt, managing cash flow, daily business operations… As a young optometric practice owner, planning for the future…