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Financial Planning Friday’s – Investing During a Recession

This Financial Planning Fridays teaser (#28) introduces Presilium's approach to investing during a recession: a recession is a phase of the economic cycle, not a reason to abandon a long-term plan. The full episode explains why disciplined, diversified investors stay invested rather than trying to time a downturn.

Jerry DavidseFinancial Planning Fridays

This Financial Planning Fridays teaser (#28) introduces Presilium's approach to investing during a recession: a recession is a phase of the economic cycle, not a reason to abandon a long-term plan. The full episode explains why disciplined, diversified investors stay invested rather than trying to time a downturn.

Key takeaways

  • A recession is a normal part of the economic cycle, not a signal to sell your long-term holdings.
  • Trying to time the bottom of a downturn risks missing the recovery that typically follows.
  • A diversified, rebalanced portfolio is built to withstand recessionary volatility.
  • Decisions during a recession should be driven by your financial plan, not by headlines.

Financial Planning Friday’s #28 – Investing During a Recession

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Written by

Jerry Davidse

Chief Executive Officer · CFP®

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