Featuring:
Market volatility accentuates the pain of negative emotions and the persuasive drive to react impulsively. In this episode, we talk with members of Francis Investment Counsel’s investment research team, specifically covering:
- Why negative emotions are dangerous for investors
- What to do when faced with the negative emotions that result from market volatility
- What broader trends should attract our attention as investors – and what these trends mean
- Why investment research matters, especially for plan fiduciaries
Featuring:
In this episode, we welcome two members of Francis Investment Counsel’s MoneyAdvice@Work® Financial Wellness Services Team. With the backdrop of a world-wide pandemic and a roller-coaster of market volatility, we discuss the powerful impact of financial advice, including:
- How we specifically define financial advice and why that definition matters
- The barriers employees face to obtaining financial advice
- The value – to both employees and employers – of financial advisory relationships in the workplace
Featuring:
Director of Research, Ed McIlveen, welcomes Managing Principal and Portfolio Manager, Scott Priebe, from Geneva Capital Management. Join them as they discuss how the COVID-19 global pandemic has affected their macroeconomic outlook, detailing more specifically:
- Adjustments to investment strategy in the face of so many unknowns
- Lessons learned by comparing recent market declines with the financial collapse of 2008
- Factors that will influence the speed and strength of economic recovery
- Themes to keep in focus when evaluating investable opportunities
