News Formal

Financial planners share top advice to clients during the pandemic - Business Insider

  • 📰 BusinessInsider
  • ⏱ Reading Time:
  • 52 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 24%
  • Publisher: 51%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

It's as important as ever to stick to your long-term plan

over 1,000 of its members to gauge how they're handling the financial fallout caused by the coronavirus pandemic.

Stocks have been on a wild ride over the last month as millions of businesses have halted operations and furloughed or laid off employees to comply with stay-at-home orders. As investment portfolios plummet, incomes drop, and general panic takes over, financial planners are seeing a stark rise in calls for help from clients., which was conducted from April 6 to April 13 by SurveyMonkey, 78% of financial planners said the volume of client inquiries had increased in the last 30 days.

In many cases, small adjustments to investments may be necessary. Nearly equal shares of respondents said their top piece of advice was to rebalance portfolios or review and update both short- and long-term goals. Notably, only 7% of planners said "invest more" was their No. 1 recommendation, while only 3% of planners told clients to reduce or limit discretionary spending above all else. While these aren't the top directives reported by planners, they may be advisable as part of a larger financial plan.

 

コメントありがとうございます。コメントは審査後に公開されます。
このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 729. in JP

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Forbes Firsthand: Critical Small Business Survival StrategiesFew businesses have escaped the punishing effects of the pandemic. Forbes asked some of them to share the experience in their own words
ソース: Forbes - 🏆 394. / 53 続きを読む »

Forbes Firsthand: Critical Small Business Survival StrategiesThe nation’s 30 million small businesses are the backbone of the nation, employing nearly half of all Americans. Here are their stories, as they strive to survive: XVGWhaleReal DomainsVvs PROSOLUTIONS 🗝️
ソース: Forbes - 🏆 394. / 53 続きを読む »

Connectivity divide is accentuated amid the pandemic - Business Insider - Business InsiderThe coronavirus has exacerbated the disadvantages of not having home internet, sparking a bipartisan effort in the US to expand broadband subsidies.
ソース: BusinessInsider - 🏆 729. / 51 続きを読む »

A CEO's daily schedule during coronavirus pandemic - Business InsiderHow a CEO is running a Manhattan-based brokerage from an apartment she shares with her 2 teenage kids — she swears by this daily routine from 6:30 a.m. to 6 p.m.
ソース: BusinessInsider - 🏆 729. / 51 続きを読む »