6 reminders for clients about the COVID-19 downturn
Build resilience around volatility
We do recommend some action to consider helping build your resilience around potential continued volatility and even a downturn:
— Maintain cash reserves, if possible.
— If you will be traveling this year, consider travel insurance and check the policy carefully.
— If you are actively investing through automatic savings such as into a 401k plan or college education fund, keep investing!
Good news, you are buying on sale.
Lisa A.K. Kirchenbauer, founder and president, Omega Wealth Management