Mind of a Millionaire: March Portfolio Review Meeting: ESGs, Super Tuesday, Coronavirus

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Thank you for tuning in to another episode of the Mind of a Millionaire podcast. This episode was recorded following our Investment Committee’s monthly portfolio review meeting. In this meeting we covered a lot considering the recent volatility in the markets that caused fear among investors.

This week, we are discussing ESGs, investing in the things you believe in, the democratic primary, and the coronavirus. Toward the end, we will discuss the Fed’s recent rate cut and what that means for investors.

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 What is the difference between SRI (Socially Responsible Investing) and ESG (Economic, Social, Governance) investing?

How can you check if you’re invested in ESGs?

Super Tuesday

 What’s the most favorable outcome for investors?

The ages of the democratic leaders

Coronavirus: where can you get credible information?

What is the short-term noise vs. long-term impact?

  • Worst case scenario for coronavirus

 Will the coronavirus shut down the US economy?

What does history say about the coronavirus’ impact on the market?

Graphic Credit: First Trust, Epidemics and Stock Market Performance Since 1980

This is a buying opportunity

  • “When the market turns red, I see opportunity.” – Peter Lynch

The Fed cut rates; should investors be worried?

What do interest rate cuts mean for the long-term economy?

Investor's Call to Action


Thank you for listening. As Zak mentioned, if you are curious about your portfolio, please don’t hesitate to reach out. If you are looking to start investing, now may be a great opportunity – we are happy to discuss.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Bonds are subject to marker and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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