Over the last several weeks, we have received lots of questions related to the stock market, recent legislation as well as financial planning strategies to take advantage of the market during the epidemic. In this video, we answer all those questions and more.
The time stamps are listed below so you can skip to specific questions that are of interest to you.
04:47 | Should I wait for the economy to recover to give to charity?
03:12 | How can I use recent legislation to my financial advantage?
12:42| Should I reduce my spending since my accounts have gone down in value?
14:33 | Should I be investing my cash in an emergency fund?
16:11 | What financial planning steps should I take to benefit my family during the time?
23:33 | Where is the best place to pull money from if I need cash right now?
25:21 | Should I be doing anything with my portfolio right now?
27:43 | How will the market react in the next 24 months?
Featured in this webinar:
Sara Gelsheimer, CFP®, AIF®- Senior Wealth Manager,
Ranie Verby, C.P.A, CFP®- Senior Wealth Manage and Director of Advisor Success and
Stacie Carrabine, AIF®- Director of Portfolio Management.
Let Plancorp help so you can focus on making the most of your wealth
St. Louis, MO | Nashville, TN | Boca Raton, FL | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com
© 2025 Plancorp, LLC. All Rights Reserved.