Schwab’s recent Modern Wealth Survey revealed that 57 percent of Americans say that they or a close family member has been financially impacted by COVID-19. There’s no doubt that 2020 has upended the plans—and financial plans—of millions of people. What can we learn from this crisis about risk planning? And are there any bright spots?
In this special bonus episode, Mark Riepe talks with Jullie Strippoli, vice president and assistant branch manager in Austin, Texas, about the real ways the pandemic has affected investors’ plans.
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