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Join us for this discussions around how to think about your investments during a financial crisis.
Recorded in 2020 and during COVID-19, we discuss the undeniable volatility coming from a crisis and how to navigate your way through a financial storm.
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!