An Investment Strategist's Guide to Maintaining Your Portfolio's 'Hygiene'

Silver dollar symbol inside glass bubble.

Let's think back to March 2020. Where were you, what were you doing, and what financial choices did you make?

Markets were hitting circuit breakers almost every other day for two weeks, and investment strategists, like me, were calling clients to ensure they weren't making irrational decisions while accounts were down substantially. It was a blur.