A Plan for the Markets without the Marketing Spin

Everybody was afraid a week ago, but now that the markets have rallied hard a couple of days, the Fear of Missing Out (FOMO) is kicking in high gear!

Is THIS the bottom?
Or do the markets rollover only to retest the painful lows?
What is YOUR Plan!?!

Getting advice from Tele-Advisors is like getting advice from the Teletubbies – Tinky-Winky, Laa Laa, Dipsy, or Po. Which color pie chart do you have – Purple, Lime Green, Yellow, or Red? Do you recognize the resemblance?

We cover the markets and a plan that makes sense without the marketing spin. We also go over tax changes and assistance related to the CARES Act for those of you who have been adversely affected by the Coronavirus. They are complicated and if you need help, don’t hesitate to call even on this Easter Weekend.

Be sure to sign up for Portfolio Manager Don Vandenbord’s next Lunch & Learn Webinar, Wednesday, April 15th at noon ET.
👉 Click here for more details and to register
As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, then reach out to any of us via email: dan@revereasset.com, tim@revereasset.com or don@revereasset.com.