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Weathering the Coronavirus Market Sell Off: Using time tested principles and new technology to build more resilient investors and portfolios.

March 17, 2020 @ 3:00 pm - 4:00 pm

I wanted to be sure we were front and center giving our advice and support at a very uncertain time. To that end, we will be hosting a webinar tomorrow entitled:

When: Mar 17, 2020 03:00 PM Eastern Time (US and Canada)

Register in advance for this webinar:

The simple fact is that panic selling is present and many investors are downright worried. Heck, as a parent of three young girls, I’m worried about the Coronavirus as well.  But how much of that worry should extend into our portfolios and financial plans?

During this webinar, we’ll walk through some basic strategies that have worked in the past. These investing ‘fundamentals’ can help you keep calm and avoid the big mistakes most investors make in turbulent times.

We will also walk through our risk profiling software ‘Riskalyze’ using a sample client to model past recessions and bear markets to gain a better perspective on the current situation.

The webinar will be recorded so if you cannot attend please email me directly and I’ll send the recording.  Also, we are opening this to non-clients as well.  If you know someone important to you that you think would benefit from this information please forward the link.  All are welcome.

Stay tuned and stay safe.


March 17, 2020
3:00 pm - 4:00 pm
Event Categories:
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Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
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* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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