CNBC Power Lunch, March 17, 2020
Jimmy Lee urges investors to take to heart the lessons of the 2008 financial crisis during the pandemic market crash.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All performance referenced is historical and is no guarantee of future results.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.
- This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
