The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.
One behavior that helps aviation achieve a remarkable safety record is checklists! Every time any aircraft takes off, a checklist is consulted - every single step. Check out our Financial Uncertainty Preparedness Checklist.
Markets tumbled and then rose quickly though as of 3/31/2020, they were still below the recent all time highs. By Q3 large caps (SP500) were setting new record highs.
Our processes take into consideration that people feel vulnerable as they consider financial planning and then courageously enter into that process and stick with it over time.
