The recent emergence of the coronavirus and its spread around the world has caused an unprecedented health crisis that is affecting the economic outlook and has engendered significant stock market volatility. After years of market growth and relatively low volatility, investors are confronted with a rapidly evolving situation that feels unsettling.
Please join Sax Wealth Advisors on Wednesday, April 29 at 4:00 PM for a discussion that will cover top-of-mind questions related to the current market conditions, such as investor behavioral considerations, the unprecedented nature of the coronavirus crisis, market structures in times of volatility, global diversification, downturn mitigation strategies, as well as questions from the audience.
Our guest speaker, Apollo Lupescu, Vice President of Dimensional Fund Advisors, will highlight the crucial role of advisors in crafting a robust financial plan that guides the way to achieving financial goals, and value-added actions specific to times of market downturn such as rebalancing and tax loss harvesting.
Wednesday, April 29 | 4:00 – 5:00 PM
Apollo Lupescu is a PhD and Vice President at Dimensional Fund Advisors. He is responsible for communicating Dimensional’s academic foundations and investment beliefs to financial professionals and individual investors. He is considered the “secretary of explaining stuff”, because he excels at delivering thought provoking presentations in a clear and understandable way.