Hear our take on the market, investing through downturns, and how to make the most of today’s financial planning opportunities in this recorded webinar.
Table of Contents
(3:27) Should investors fear a recession?
(7:07) Should investors be worried about the performance of a globally diversified stock portfolio?
(14:11) Why have small-cap and value stocks taken a bigger hit and when will they rebound?
(17:42) Is now a good time to invest a lump sum of money?
(19:49) Should clients reduce or stop withdrawals from their portfolios?
(23:30) What is the most important thing for clients to know about the CARES Act?
(28:01) How does the CARES Act impact charitable giving?
(30:45) How can clients give back during this time?
(33:53) What are the rules for inherited IRAs under the CARES Act?
(34:40) Should investors give up on international stocks?
(38:33) How are we going to pay for this recovery?
(41:35) Should we invest in big, safe, blue chip stocks?
(44:34) How is Vista positioned to deal with this financial environment?