We understand that many people are grappling with uncertainty and anxiety in this situation. Below are a few tips to consider:

· Ensure you have ample liquidity to meet personal needs (consider 6 months or more depending on your situation)

· Creating liquidity in these uncertain times. Think about how to strategically create liquidity among different asset classes such as stocks/ bonds, real estate and what to liquidate first

· Cash is king! Those with extra liquidity should be thinking about systematically investing in these markets

· If you haven’t contributed to your Roth or Traditional IRA yet, this could be the time to do so and invest systematically

· Utilize tax-loss harvesting as a strategy to book losses by selling positions which are negative and buying positions which provide a roughly similar type of exposure

· Now could also be the time to think about gifting assets to family members while valuations are low

Stay safe, wash your hands with soap, maintain social distance, tune out of CNBC and Bloomberg. The world is not going to end…

Please contact us if you have any questions.

Disclaimer

The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of BluePointe Capital Management, LLC's disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and BluePointe Capital Management, LLC.