Rebalance presents the:

COVID-19
& Investing
Resource Center

Having facts and perspective can empower us even in the most challenging circumstances. Here’s Rebalance’s guide to navigating this financial crisis.

 
 
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Fact: Stock Market Volatility is Scary

Recently we have been bombarded with headline after headline about the global health and economic crisis wrought by the Coronavirus (COVID-19). It is understandably scary for citizens and investors alike.

However, there is a way to reduce your COVID-19 related investment stress. And that’s to consider history and to listen to financial experts.

consider this chart for instance:

Over time (specifically from 1965 through 2019) the world experienced a lot of ups & downs; notably 9/11 and the stock market crash of 2008 (amongst other catastrophic events). The stock market has hit many bumps throughout, but historically it always recovers. For example, $112 invested in 1965 still appreciated to $18,910 in 2019.

 
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Source: Standard & Poor's data, Rebalance illustration

 
 
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COVID-19 & Your Investments

COVID-19 is a global pandemic affecting health, finances, and societies on an international scale. The uncertainties about the novel coronavirus are driving investor fears and stock market volatility. Adding to the economic complexity is new legislation aiming to ease the financial burden of the crisis. That’s why we wrote a blog to help you better understand the CARES & SECURE Acts.

Everything You Need to Know About the CARES & SECURE Acts

 
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Our Take

We recently sent a letter to clients detailing how our firm is handling the COVID-19 crisis. Our main focus is always on the safety and protection of our clients’ assets. Stock market volatility is likely to continue on uncertainty over when the crisis will end. Nevertheless, Rebalance remains, as always, focused on the long-term approach.

Expert Perspective on COVID-19

 
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COVID-19: What the Experts Are Saying

We’ve curated a selection of articles from some of the best voices in finance journalism, to provide some additional much needed perspective around COVID-19 and investing.

 
 

STOCK MARKET JITTERS? BREATHE CALMLY AND DO THIS.

Stock market turbulence is creating understandable turmoil and anxiety for investors. New York Times columnist Ron Lieber imparts sage advice by reminding investors to stay calm, ignore predictions and seek perspective.

WHAT WOULD BENJAMIN GRAHAM DO? (HINT: NOT PANIC)

That is likely a question Warren Buffett has echoed to himself throughout his investment career. During times of stock market turbulence it would be wise to ask yourself the same question, and act accordingly.

WHY TO FUND Your Child's 529 During STOCK MARKET Unrest

While we grapple with uncertain times amid stock market volatility, Washington Post contributor Michelle Singletary advises that one thing remain steady: contributions to your child’s education fund.

 

COVID-19 Q&A with Rebalance VP of Investment Advice, Drew Pratt

Rebalance’s Vice President of Investment Advice, Drew Pratt, has decades of investment experience and has lived through previous Wall Street “Black Swan” events. That’s why we wanted to ask him some of the more pressing questions surrounding the COVID-19 crisis.

Watch what Drew has to say about recent stock market volatility, and what he advises investors to do during such investment turmoil.

 
 
 
 
 
 

I am an investor just like our clients. We recommend investors stay the course, and if you’re nervous, talk to your financial advisor. We are here for you.

- Drew Pratt, Rebalance Vice President of Investment Advice

 

 
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About Rebalance

Rebalance is an award-winning finance & investment management firm known for our low fees, Ivy League Investment Committee, and pro-consumer advocacy. We work to ensure our clients are prepared for life’s ups and downs, so they can enjoy a more secure financial future.

We are committed to the pursuit of the lowest fees and safest investment options for our clients, and are tireless in our mission to provide financial literacy.

During stock market turbulence, our team provides sage wisdom and much needed guidance to our clients. That’s why during this uncertain economic climate, we want to provide you with education, perspective, and facts, so you can reduce finance-induced stress, and make better informed investment decisions.

 

mission

Our mission is to arm investors with the best options for their unique goals, and educate them throughout the process. We are relentless in our pursuit of the lowest fees and highest standards for our clients.

services

Rebalance provides world-class investing, financial planning, and advisory services to all of our clients. This approach allows us to holistically serve each person’s unique financial needs.

team

Our team is comprised of highly-credentialed investment experts with decades of experience. Our Investment Committee is anchored by finance juggernauts Burt Malkiel, Charley Ellis, and Jay Vivian.

 
 

Concerned About Your Investments? We’re here to help.

 
 
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We understand how challenging this time is as both an investor and a global citizen. We want to help ease the burden a bit. Contact us today to schedule your free call with one of our investment experts.

 
 
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COVID-19 Resources


 

Health Resources

Centers for Disease Control and Prevention, Coronavirus (COVID-19)

Johns Hopkins University, COVID-19 Dashboard

Apple and Centers for Disease Control and Prevention, COVID Screening Tool


 

Investing Resources

Liz Ann Sonders, et al., Schwab Investments, Schwab Market Perspective: Waiting for the Coronavirus Peak

Fidelity Investments, COVID-19 Resource Center

Kiplinger, Coronavirus and Your Money