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: 3/27/2020 3:15PM

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!

3/7/2020 – 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.