With the presidential election just around the corner and the COVID-19 crisis continuing on, 2020 has brought a time of uncertainty for many investors.
To explore our current environment and the investment planning that should go along with it, Iván Watanabe joins Robert Pruett in today’s episode. Robert shares what has been happening as a result of the global pandemic, both in the market and for clients. He also reveals how some of OPUS’ planning ideals have helped clients weather the short-term craziness of the year, all the while staying on track with their long-term plans.
In this episode, you will learn:
- How the market has changed as a result of COVID-19
- Three buckets you should consider putting money into
- Benefits of hiring a professional financial planner
- The importance of understanding your personal tax rate
- And more!
Tune in now and discover how COVID-19 has impacted the investing landscape — and what you as an investor should keep in mind during this time of uncertainty!
Resources: Opus Private Client, LLC
2020-106482 Exp 08/22