The financial market upheaval that has accompanied the COVID-19 epidemic has been a teachable moment for investors. The S&P had been down 34% and investors wondered if it would ever stop falling. People were asking if they should take their money out of the markets - another form of trying to time it. Then, in 3 days, the market bounced back 17%, which was the biggest 3-day gain since 1931. As of March 31st, markets have reclaimed nearly 50% of the decline that happened. So, is this the bottom?
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So what should you be doing during this downturn? And what should you be expecting your wealth advisor to be doing during this time? Are there any mitigating steps your advisor should be taking right now that will help to keep your portfolio diverse and set you up for the best possible outcome in the future? Brandon and Erik discuss these questions and more in this week's episode.
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While it's important to stay patient and stick to the plan - we also don't want to just "do nothing" during this time. In this week's episode, Erik and Brandon begin their discussions on smart financial strategies that we utilize during these market downturns to add tremendous value to portfolios. First, we breakdown the value of Rebalancing.
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Welcome to our new bonus series: AWM Insights bonus! In these mini episodes, we will hear from the AWM team on different topics and resources relevant to our community in 5-7 minute episodes. Today, we hear from two of our founders on navigating fluctuating markets in the midst of global crises.
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