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Investing in the Age of Coronavirus (and Similar Global Threats)

2/11/2020

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Only a few months ago, few of us had even heard of “novel coronavirus.” Today, it’s hard to avoid the latest news about it. Thankfully, U.S. citizens and markets alike have remained relatively immune so far. But still, you may be wondering whether you should try moving your investments out of markets that have been, or may be exposed to its economic impacts.

Our advice is simple, and grounded in experience gained from past, similar episodes: Do try to avoid this or any other health risk through good hygiene. But do not let the breaking news directly impact your investment stamina.

If you’re already following an evidence-based investment strategy …
• You’ve already got a globally diversified investment portfolio. 
• It’s already structured to capture a measure of the market’s expected long-term returns.
• You’ve already accepted (at least in theory!) that tolerating a measure of this sort of risk is essential if you’d like to actually earn those expected long-term returns. 
• You’ve already identified how much market risk you must expect to endure to achieve your personal financial goals; you have allocated your investments accordingly.

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    Daniel Shub

    ​AIF®, RFC®

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​Telephone: 248-731-7729
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Bingham Farms, MI 48025
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​©2022 OCTO Capital, LLC. OCTO Capital is a Michigan-based Investment Advisory Firm. We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.
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​​Are you looking for a fiduciary financial advisor and retirement planner in Metro Detroit, Michigan? You've come to the right place. Octo Capital is serving clients in Michigan, including Bingham Farms, Bloomfield Hills, Troy, Rochester, West Bloomfield, Birmingham, Farmington Hills, Rochester Hills, Sterling Heights, Shelby Twp, Livonia, and Northville. We also work with clients located in other states*. We provide comprehensive financial planning and investment management. Our services include retirement income planning, cash flow projections, tax-efficient placement of assets, strategic tax-loss harvesting, coordination of all income sources in retirement, detailed analysis of tax returns focused on tax-saving opportunities, and more.
  • Home
  • Services
    • Services & Pricing
    • Investment Management
    • Financial Planning
    • Tax Planning
    • Fiduciary
    • Nobel-Worthy Ideas
    • Videos
  • About
  • Contact
  • Client Portal