Below is a curated list of information, research, and client updates that our team has published regarding the coronavirus (COVID-19) outbreak and related bear market in stocks. Please bookmark this page as we will update it often with any new updates.


Last Updated: 5/14/2020 5:20PM

5/13/2020 – Interview [Adam Zuercher]

How To Lead Through A Financial Crisis

4/23/2020 – Podcast [The Invested Dads]

019: What Is Going On With Oil?

4/16/2020 – Client Email

4/16/2020 Client Update 👉 We are now fully invested.

4/16/2020 – Bear Market Brews

Bear Market Brews – Episode 4

4/16/2020 – Podcast [The Invested Dads]

018: Seeing 20/20 In The Midst Of A Pandemic (featuring Joe Sangl)

4/15/2020 – Blog Post [Jessica Hinks]

COVID-19: 6 Financial Predators To Watch Out For In This Crisis

4/9/2020 – Bear Market Brews

Bear Market Brews – Episode 3

4/9/2020 – Podcast [The Invested Dads]

017: Am I On A Roller Coaster?

4/8/2020 – Blog Post [Jessica Hinks]

COVID-19 Stimulus: It’s More Than Just a Check

4/7/2020 – Monthly Video Update

April 2020 Market Update Video – featuring Tony Hixon and Austin Wilson

4/4/2020 – 7am Saturday Email [Adam Zuercher]

7am Saturday #29 – W.H.O. let the jobs out?!

4/2/2020 – Bear Market Brews

Bear Market Brews – Episode 2

4/2/2020 – Podcast [The Invested Dads]

016: Who Wants A Stimulus Check?

4/1/2020 – Client Email

Client Update Re: Working Virtually

This email includes an announcement that we are extending our office closure until Sunday, May 3rd. Our current plan is to re-open the office on Monday, May 4th and intend to have in-office client appointments beginning Tuesday, May 5th. You can visit our COVID-19 webpage where we will always have the latest information on the current status of our firm, how you can contact us, and the guidance we are providing clients.

4/1/2020 – Blog Post [Jessica Hinks]

COVID-19: 5 Tough Questions to Ask Your Financial Advisor

3/28/2020 – 7am Saturday Email [Adam Zuercher]

7am Saturday #28 – The best weekly gain in stocks since 2009!

3/26/2020 – Bear Market Brews

Bear Market Brews – Episode 1

3/26/2020 – Podcast [The Invested Dads]

015: Your Weekly COVID-19 Update

3/25/2020 – Client Email

ANNOUNCEMENT: Bear Market Brews – Our New Virtual Happy Hour

In this email we announced the launch of our new live chat during a virtual happy hour. We will host our first event in this series on Thursday, March 26th at 4pm ET. You can get more information and sign up here: hzcapital.com/bmb

3/25/2020 – Blog Post [Jessica Hinks]

COVID-19: How to Exercise Control During These Crazy Times

Jessica reminds us to focus on things we can control during these uncertain times and provides some great ideas for positive actions we can take in six key areas.

3/21/2020 – 7am Saturday Email [Adam Zuercher]

7am Saturday #27 – Brace yourself. But, this too shall pass!

3/19/2020 – Podcast [The Invested Dads]

The Invested Dads Podcast Episode 014: From Quarantine – Coronavirus Update

In this episode, Josh Robb and Austin Wilson provide an update on the ongoing COVID-19 outbreak both in the US and abroad as well as discuss the government’s upcoming fiscal stimulus package, markets, and some practical guidelines.

3/17/2020 – Client Email

Important Client Update – We are working virtually!

This email includes important updates on our health policies and a link to our COVID-19 webpage where we will always have the latest information on the current status of our firm, how you can contact us, and the guidance we are providing clients.

3/16/2020 – Client Email

Important Client Updates Inside – Please read to stay informed!

In this email we shared some important updates on our client portfolios:

Over the past weekend it became clear to us that it is likely that we will experience a shock to economic activity over the next few months as a result of the response our nation is taking to the COVID-19 pandemic. We believe it is likely we will experience an economic recession over the next six months, and the stock market is likely to decline even further than it already has.

As a result, we have made some significant changes to your portfolio. Today we raised cash with a portion of our client portfolios. This is a temporary move, and we have plans to redeploy this cash during a more attractive environment.

Please watch the following video (6.5 minutes) from our Chief Investment Officer, Adam Zuercher, for more insight into our views for the economy and the changes we have made.

3/14/2020 – 7am Saturday Email [Adam Zuercher]

7am Saturday #26 – Goodbye bull, hello bear!

**7am Saturday is a weekly email newsletter published by our Chief Investment Officer, Adam Zuercher. Click here to subscribe.

3/13/2020 – Client Email

Important Client Updates Inside – Please read to stay informed!

In this email we included a brief stock market update and a link to a special episode of The Invested Dads Podcast (see below).

3/13/2020 – Podcast [The Invested Dads]

The Invested Dads Podcast Episode 013: BONUS EPISODE – COVID-19 Bear Market

On this podcast three members of our team, Josh Robb, Austin Wilson, and Adam Zuercher discuss:

  • updates to the status of the virus
  • the impact to the economy
  • the impact to your financial plan
  • and much, much more!

3/10/2020 – Monthly Video Update

March 2020 Market Update Video – featuring Austin Wilson and his good friend, Samson

3/7/2020 – 7am Saturday Email [Adam Zuercher]

7am Saturday #25 – Making Sense of the Corona Panic

**7am Saturday is a weekly email newsletter published by our Chief Investment Officer, Adam Zuercher. Click here to subscribe.

3/4/2020 – Client Email

Client Update – The Coronavirus…What should investors do next?

3/3/2020 – Blog Post [Adam Zuercher]

The Coronavirus…What Should Investors Do Next?

Our Chief Investment Officer, Adam Zuercher, published a blog post with his thoughts on how investors should handle the current situation.

2/29/2020 – 7am Saturday Email [Adam Zuercher]

7am Saturday #24 – Is the coronavirus panic justified?

**7am Saturday is a weekly email newsletter published by our Chief Investment Officer, Adam Zuercher. Click here to subscribe.

2/27/2020 – Client Email

Client Update – The Coronavirus & Your Investments

Our Chief Investment Officer, Adam Zuercher, recorded a quick video update with our thoughts on the coronavirus and how it impacts your investments.

Please click below to watch this important message:

 

2/27/2020 – Podcast [The Invested Dads]

The Invested Dads Podcast Episode 010: Should You Be Worried About the Coronavirus?

Josh Robb and Austin Wilson discuss all things Coronavirus. This podcast episode is dedicated to helping you understand exactly what the coronavirus is, the health concerns, the possible solutions, and its impact on the economy & your investments.

2/22/2020 – 7am Saturday Email [Adam Zuercher]

7am Saturday #23 – Coronavirus fears are back.

**7am Saturday is a weekly email newsletter published by our Chief Investment Officer, Adam Zuercher. Click here to subscribe.