Neil Bage and Brian Portnoy - Finance in the Time of Coronavirus: Essential Advice for Protecting Your Wealth

Tune in to hear:

• Ways investors can confront their fear of loss aversion when this fear holds them back

• How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus

• Is there a such thing as too much communication with clients during times of uncertainty and unrest?

• Coronavirus has allowed many people extra time to take stock of their lives and priorities - will this “great pause” shift the way our culture views money?

• What role can technology play in mitigating loss and helping clients and advisors in a time like this?

• Where investors should draw the line between what information is beneficial and what is extraneous, or harmful, in a time with so much data

Neil Bage: Neil Bage is the co-founder of the award winning fintech Be-IQ. He is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. Neil is also the host of the Bitesize Behaviour Podcast.

Brian Portnoy: Brian Portnoy is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as educator, investor, and strategist. He holds a doctorate from the University of Chicago and currently lives on the north side of Chicago with his wife and three children.