Tag Archives: COVID-19

From the Election to COVID-19: Investing in Today’s Environment



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


COVID-19: What’s Happening on the Hill? — With Joshua Caron



When it comes to the physical and economic impact of COVID-19, many are questioning what our future could look like, especially from a policy standpoint.

To explore this question, Iván Watanabe joins Joshua Caron for today’s episode. As the vice president of legislative affairs at AALU & GAMA, Joshua shares his insight into the government’s reaction to the economic crisis created by COVID-19, the possible repercussions of the government’s financial aid, and how the government might recuperate post-COVID.

In this episode, you will learn:

  • The impact of the initial COVID relief efforts
  • How current events influence the election
  • About the possibility of liability protection for businesses
  • How the government could recover from the benefits they’ve granted
  • And more!

Tune in now to learn how the government has provided relief throughout the COVID-19 crisis — and what it could mean for the country’s financial tomorrow.

Resources: Opus Private Client, LLC  | AALU and GAMA | Contact Josh Caron