The Stages of Grief and Investing

Paul, Jim, Evan, and Ira discuss how the United States has played out the stages of grief with the coronavirus situation. What stage are we in now? Evan gives tax advice about the special tax issues for 2020 including estate tax planning techniques. There is a new type of fund that promises safe returns. Are the returns worth pursuing? Are the new buffer funds similar to another investment discussed during many episodes of the Investor Coaching Show? Stay tuned. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on May 9, 2020.