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The top questions investment advisors are getting asked right now

May 1, 2020 / 10 min read

Buy, sell, or hold? PMFA Chief Investment Officer Jim Baird shares some of the top questions our advisors are hearing from clients right now via Worth.

With COVID-19 creating unprecedented swings in the markets, concerned investors are calling advisors asking what to do: buy, sell, or hold?

In a recent interview with Worth, PMFA's Jim Baird explains that all three options could have a place depending on an investor’s long-term investments plans. Here are his top four considerations.

 

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