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Investing Mistakes to AVOID During a Recession

When the market dips and the word “recession” makes headlines, it’s easy to feel panicked. You might think, “I need to sell everything before I lose it all!” or “Is this the end of the world for my investments?”

Whether you’re a seasoned investor or just starting, CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, packed this video with insights to help you navigate the challenging landscape of investing in and around economic recessions. This Deep Dive explores:
– Five major mistakes to avoid
– How our data-driven process helps mitigate these mistakes
– What our recession signal is saying right now

Mike Rarey

Mike Rarey, CFA

Principal, Chief Investment Officer

Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.

Michael Warford

Michael Warford, CFA

Principal, Director of Finance and Administration

Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.