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Navigating These Treacherous Stock Market Waters

We’ve seen several eras of stock market volatility over the past few decades: the dot-com bust, 9/11, the Great Recession of 2008.  But somehow, this market, this new era, feels a lot different. Whether it is or is not remains to be seen, but as we work our way through this time of absolute uncertainty, it seems more important now than ever before to have a steady hand on the wheel and an eye on the long term.

We’re hearing a lot of talk about a “flight to quality,” or a “flight to safety,” and the potential benefits of active management versus passive management when the markets do crazy things.  But what does that mean? Do you really change your investment style in times like these, or did you already have a strategy to deal with these inevitable turns so that you can just stay the course? Difficult questions, indeed.

In this week’s edition of Lucia Capital Group Weekly, Chairman and CEO Ray Lucia, Jr. talks with Lance Helfert, Senior Vice President of Lucia Wealth Services about his thoughts on what we might expect in a potential market recovery.  Will it be U-shaped, or V-shaped, or something else entirely? How has the investment thought process changed from the beginning of 2020 to now, and how does one manage a portfolio in these volatile, uncertain times? These questions all deserve answers. Just click on the link, and enjoy the discussion!

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The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by LCG) will be either suitable or profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from LCG or from any other investment professional.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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The S&P 500 Index is an unmanaged index and includes a representative sample of large-cap U.S. companies in leading industries. An investment may not be made directly in an index.

Treasury securities are backed by full faith and credit of the U. S. Government but are subject to inflation risk.

Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor and CEO of its affiliated broker-dealer, Lucia Securities, LLC (LSL), member FINRA/SIPC. Advisory services offered through Lucia Capital Group (LCG). Securities offered through LSL. Registration with the SEC does not imply a certain level of skill or training. Rick Plum is a registered representative of, and offer securities through, LSL. Rick Plum also offers advisory services offered through LCG. Lance Helfert is an associated person of LSL.

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