Investor Alert: Surviving Volatility

Covid-19 and its’ implications have caused an extreme amount of volatility in the markets and it has been very taxing on humanity and investors alike. When we go through a sharp downturn like this one, it is incredibly difficult to try and figure out what to do.

In this video our President and Chief Investment Officer, Ben Lies, outlines some of the reasons why times like this are more difficult than perhaps they should be, and offers some tips on how to navigate these types of markets, and ultimately survive this volatility.

Have Questions? Contact us here

Sources:

DALBAR 2019 Quantitative Analysis of Investor Behavior, www.DALBAR.com

Yahoo Finance, https://finance.yahoo.com/, Accessed 3/25/2020

LIMRA Secure Retirement Institute, as of 3/24/20, Annuity Sales Estimates 1999-2019, www.LINRA.com

About Ben S. Lies, MBA, RSSA

Ben S. Lies, MBA, RSSA

Ben Lies is the President and Chief Investment Officer of Delphi Advisers. He holds a bachelor’s degree in Business from the University of Washington, an MBA in International Business from Portland State University, and a Certificate in Business Strategy from Cornell. He has been involved with investments, investment analysis, and financial planning for the better part of 20 years and is a member of the Fee Only Network, XY planning Network, and National Association of Personal Financial Advisors. You may have also seen his thoughts and ideas featured in publications such as The Wall Street Journal and Fortune Magazine, among others.

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Investor Alert: Surviving Volatility

Ben S. Lies, MBA, RSSA

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