Q1: Portfolio Strategy Post-COVID-19

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May 1, 2020
By Leigh Bivings, Ph.D., CFP®, CDFA™

In this quarterly report report, we review the sharp downturn that transpired in Q1 2020; discuss the reasons for the wide variation in returns across equity style and fixed income quality; and report our investment outlook on how we plan to position portfolios in a post-coronavirus world.

Enjoy the reading and please get in touch if you have any questions.

Leigh Bivings, Ph.D., CFP®, CDFA™

Leigh is CEO and Founder of Artemis Financial Advisors LLC. Leigh has a Ph.D. in applied economics from Stanford University and is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®). She enjoys working with clients and strives to give them peace of mind and robust frameworks so that they can make more informed choices about spending and saving and make these choices with enhanced confidence.