Is the Corona Virus and Market Volatility tempting you to “Do Something”?
It is not easy listening to the news the last couple of weeks and watching the large swings in the Stock Market. Obviously, the Financial Markets don’t like bad news. Does all of this make you want to “do something”? What is the right move?
To help you understand how the Corona Virus may impact you financially it can be helpful to look at other past events. Vanguard Group put out a paper discussing this point and in the video I talk about this data along with my experience in other major market moving events. While not exact parallels, looking at the SARS coronavirus in 2003 and the Zika Virus in 2016 may provide some helpful lessons for what we are facing today. Learn how this impacted investors who sold on bad news during these events and the impact of missing the subsequent rebound that occured shortly after each of these events.
We then discuss how we help clients manage their investments fearlessly as we try to help you understand some Portfolio Math. See if you are right about the ending portfolio value if you have $100,000.00 invested in Year 1 and your Portfolio goes up 50%, but in year 2 your portfolio goes down 50%. How much is your portfolio worth?
Once you have watched the video learn more about our invest process by visiting this page on our website:
http://universityfinancialstrategies.com/solutions-we-offer/investment-management-solution/
Related Articles
SECURE 2.0 Act Enhancements Across the Retirement Continuum
SECURE 2.0 Act Enhancements Across the Retirement Continuum
Whether you have student loans, need to catch up in the final years before retirement, are facing taking required minimum distributions in retirement, or want to enact a charitable giving strategy, new rules create a smoother path.
5 Steps to Budgeting
Making a budget might seem overwhelming at first, but hear this: You can do it. How? By breaking down the process a bit.
What Is a Budget?
Real quick though, let’s define the word budget. A budget is just a plan. It’s not a restriction on spending—it’s a plan for what you’ll do with your money. It’s a plan for what’s coming in and what’s going out.
When you learn how to make a budget—and do it every month—you’re giving your money purpose. You’re taking control. Goodbye, money anxiety. Hello, money goals.
Small Business Retirement Plans— SIMPLE, SEP-IRA and SOLO 401(k)
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension (SEP) plan, and a SOLO 401 (k).
Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo
At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
Address
4801 Glenwood Avenue
Suite 200-630
Raleigh NC 27612
Phone
Disclaimer
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.
Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Website by Digital Product Pro
