Page 3 - Jolt Spring 2020 Newsletter
P. 3

CORONAVIRUS & MY INVESTMENTS

          Provided by Noah Ferrio, Financial Advisor with Jolt Financial Group.

          How might this affect me? When major events make headlines, it’s easy to put yourself in the picture.
          Knowing, as well, how such events might affect the financial markets, it’s also easy to wonder how your
          investments and retirement strategy might fare.
          The truth? Virus outbreaks, and other circumstances might lead to some short-term volatility on Wall
          Street. But it’s important to remember two things: 1) Your portfolio is positioned to reflect your risk
          tolerance, time horizon, and goals. 2) The way we experience news has changed over the years, and not
          all of it for the better.
          Keep informed, but don’t be rattled. Your investment and retirement strategy, which you have designed
          and put into place with your trusted financial professional, has considered big news events, both major
          and minor. Your professional knows the difference between something that may be a minor force in your
          financial life and something that might require you to make some changes. A good strategy gives you
          room for market changes that might see reactions that last a few days – even a few years. Staying the
          course is often the smartest move, partially because you aren’t reacting immediately to a dip, and you
          might benefit from a potential recovery.

          So, keep yourself informed, but if you get too worried, have a conversation with your financial
          professional. They can help you understand what the news means for your financial life and offer you the
          context you need to remain confident in your strategy.

          Noah Ferrio may be reached at (989) 797-7194.
          This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This
          information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future
          results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage
          the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the
          purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or
          service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.
          Jolt Financial Group Representative is registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/
          SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to
          make securities available to members.
          Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
          Citations. 1 - sciencemag.org/news/2020/02/bit-chaotic-christening-new-coronavirus-and-its-disease-name-create-confusion [2/12/20]
          02242020-LA-3212


          GO PAPERLESS SWEEPSTAKES

          ENROLL IN ESTATEMENTS BY JUNE 30TH TO BE ENTERED TO WIN $1,000*

          When you enroll in eStatements you will be able to conveniently view, download,
          or print electronic versions of your account statements from Jolt – all for free.
          PLUS:

             †   Enjoy extended access to account statements to reference at a later date (up to 18 months)
             †   Receive your account statement days sooner than if delivered by mail

             †   Reduce your risk of mail fraud and identity theft
             †   Receive an email notification when a
                new account statement is available
          Log in to Online Banking and select
          “eStatements” to enroll today!

          *No purchase necessary. Must be 18 years of age or older to qualify. You
          will be automatically entered when you enroll in eStatements with a valid
          email address. Enrollment in eStatements must be completed by midnight on
          6/30/2020.  One (1) winner will be selected and contacted on 7/8/2020. Winner will
          receive a 1099-MISC. Call (800) 798-2328 for additional details. Printed statements will
          continue to be mailed for Jolt accounts not enrolled in electronic delivery.
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