How to Think About Your Investments During a Crisis

Updated: Mar 17

Ashleigh Craven, CMO, Pocketnest chats with Jessica Willis, CEO and founder, Pocketnest about how to think about your investments during the COVID-19 crisis—or any other crisis, for that matter.


COVID-19 has brought undeniable volatility to our world. But, as with any crisis, there is a path to navigate your way through the storm.


Watch this quick video to learn easy ways to manage your investment portfolio during a crisis.





The first steps?


Step 1: Don't panic! Don't make any rash decisions or be too reactionary—whether thats pulling out or dumping funds into the market.


Step 2: Do a quick financial wellness check—make sure you have your cash reserve in place, understand your cash flow, and know where that next dollar goes.


Step 3: Take it one step at a time. Increase (or decrease) the amount in your portfolio in small increments.


Watch the video for more!