Three months ago, COVID-19 was an internet meme poking fun at a specific Mexican beer. One month later it evolved into the biggest economic and health crisis this country has faced in decades. Today—as the virus and our economic conditions have further changed it makes since for us to pause, take stock and consider our plans, portfolios and options.

In this recorded webinar, we will take stock of current market and economic conditions including where we were just a month ago, we are at right now and the possibilities for the future, both near and far.

As always, we will cover some of the age-old investment strategies to better prepare our clients and investors for any market condition.

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LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."

* 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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