March 21, 2020 | The Ric Edelman Show
 
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The Ric Edelman Show: March 21, 2020

Duration: 1:22:00

On this episode:

  • Helping You Figure Out Your Investment Strategy
  • Should I Contact an Advisor Given Current Events?
  • A Special Message From One of Our Founders, Jean Edelman
  • Here’s How to Remain Calm and Collected

Ric's noteworthy segments this week:

Helping You Figure Out Your Investment Strategy

Duration: 18:58

Is the tried-and-true recommendation for investment management still valid? Listen to Ric Edelman share strategies that you can apply right now and explain what we’re doing for clients.

Should I Contact an Advisor Given Current Events?

Duration: 6:09

A listener calls the show and wonders if she should talk to an expert about her goal of reaching retirement in a couple years. Listen to Ric Edelman explain why it makes perfect sense to talk with an advisor right now.

A Special Message From One of Our Founders, Jean Edelman

Duration: 10:02

It’s understandable if you’re feeling anxious right now. Listen to Ric and Jean Edelman share tips on how to care for yourself and your family during this stressful time.

Here’s How to Remain Calm and Collected

Duration: 5:39

There is a risk that some people could panic and make mistakes in these circumstances. Listen to Ric Edelman share a story of panic from his recent trip in Australia that resulted in one family receiving 2,300 rolls of toilet paper.

A warning about scams to watch out for from Ric Edelman

Duration: 3:19

Beware of scam phone calls and emails from crooks claiming to be employees of banks or financial firms.

Helping You Figure Out Your Investment Strategy

Duration: 18:58

Is the tried-and-true recommendation for investment management still valid? Listen to Ric Edelman share strategies that you can apply right now and explain what we’re doing for clients.

Should I Contact an Advisor Given Current Events?

Duration: 6:09

A listener calls the show and wonders if she should talk to an expert about her goal of reaching retirement in a couple years. Listen to Ric Edelman explain why it makes perfect sense to talk with an advisor right now.

A Special Message From One of Our Founders, Jean Edelman

Duration: 10:02

It’s understandable if you’re feeling anxious right now. Listen to Ric and Jean Edelman share tips on how to care for yourself and your family during this stressful time.

Here’s How to Remain Calm and Collected

Duration: 5:39

There is a risk that some people could panic and make mistakes in these circumstances. Listen to Ric Edelman share a story of panic from his recent trip in Australia that resulted in one family receiving 2,300 rolls of toilet paper.

A warning about scams to watch out for from Ric Edelman

Duration: 3:19

Beware of scam phone calls and emails from crooks claiming to be employees of banks or financial firms.


These callers are prerecorded and prescreened.

This is a hypothetical illustration meant to demonstrate the principle of compound interest and is not representative of past or future returns of any specific investment vehicle. They do not include consideration of the investment fees or expenses, time value of money, inflation, fluctuations in principal or taxes.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels.

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