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Having facts and perspective can empower us even in the most challenging circumstances. Here’s Rebalance’s guide to navigating this financial crisis.
Having facts and perspective can empower us even in the most challenging circumstances. Here’s Rebalance’s guide to navigating this financial crisis.
Recently we have been bombarded with headline after headline about the global health and economic crisis wrought by the Coronavirus (COVID-19). It is understandably scary for citizens and investors alike.
However, there is a way to reduce your COVID-19 related investment stress. And that’s to consider history and to listen to financial experts.
Over time (specifically from 1965 through 2019) the world experienced a lot of ups & downs; notably 9/11 and the stock market crash of 2008 (amongst other catastrophic events). The stock market has hit many bumps throughout, but historically it always recovers. For example, $112 invested in 1965 still appreciated to $18,910 in 2019.
Source: Standard & Poor's data, Rebalance illustration
We’ve curated a selection of articles from some of the best voices in finance journalism, to provide some additional much needed perspective around COVID-19 and investing.
Stock market turbulence is creating understandable turmoil and anxiety for investors. New York Times columnist Ron Lieber imparts sage advice by reminding investors to stay calm, ignore predictions and seek perspective.
That is likely a question Warren Buffett has echoed to himself throughout his investment career. During times of stock market turbulence it would be wise to ask yourself the same question, and act accordingly.
While we grapple with uncertain times amid stock market volatility, Washington Post contributor Michelle Singletary advises that one thing remain steady: contributions to your child’s education fund.
Rebalance’s Vice President of Investment Advice, Drew Pratt, has decades of investment experience and has lived through previous Wall Street “Black Swan” events. That’s why we wanted to ask him some of the more pressing questions surrounding the COVID-19 crisis.
Watch what Drew has to say about recent stock market volatility, and what he advises investors to do during such investment turmoil.
- Drew Pratt, Rebalance Vice President of Investment Advice
Rebalance is an award-winning finance & investment management firm known for our low fees, Ivy League Investment Committee, and pro-consumer advocacy. We work to ensure our clients are prepared for life’s ups and downs, so they can enjoy a more secure financial future.
We are committed to the pursuit of the lowest fees and safest investment options for our clients, and are tireless in our mission to provide financial literacy.
During stock market turbulence, our team provides sage wisdom and much needed guidance to our clients. That’s why during this uncertain economic climate, we want to provide you with education, perspective, and facts, so you can reduce finance-induced stress, and make better informed investment decisions.
Our mission is to arm investors with the best options for their unique goals, and educate them throughout the process. We are relentless in our pursuit of the lowest fees and highest standards for our clients.
Rebalance provides world-class investing, financial planning, and advisory services to all of our clients. This approach allows us to holistically serve each person’s unique financial needs.
Our team is comprised of highly-credentialed investment experts with decades of experience. Our Investment Committee is anchored by finance juggernauts Burt Malkiel, Charley Ellis, and Jay Vivian.
We understand how challenging this time is as both an investor and a global citizen. We want to help ease the burden a bit. Contact us today to schedule your free call with one of our investment experts.
Centers for Disease Control and Prevention, Coronavirus (COVID-19)
Johns Hopkins University, COVID-19 Dashboard
Apple and Centers for Disease Control and Prevention, COVID Screening Tool
Liz Ann Sonders, et al., Schwab Investments, Schwab Market Perspective: Waiting for the Coronavirus Peak
Fidelity Investments, COVID-19 Resource Center
Kiplinger, Coronavirus and Your Money
Tomas Pueyo, Medium, Coronavirus: The Hammer and the Dance. What the Next 18 Months Can Look Like, if Leaders Buy Us Time
Dylan Matthews, Vox, Why we should be careful comparing the Covid-19 coronavirus outbreak to the 1918 Spanish flu
Bill Gates, TED, How we must respond to the coronavirus pandemic
New York Times, The Coronavirus Outbreak
The Atlantic, Coronavirus: COVID-19