COVID-19 Planning

To our valued clients,

The world seems to be changing faster with every news cycle. Every day we are innundated with new information related to COVID-19, its impact on the markets, and our daily lives. But I want you to know that we’re in this together. Proactive planning has significantly limited the losses of many of your hard-earned savings, compared to the losses we have seen in the Dow, Nasdaq and S&P indices.

It is my job to help you navigate this new world we are living in and give you one less thing to worry about. I take the responsibility of managing your savings and future incredibly seriously. Transparency and information flow are especially important now. To continue our personal relationships while respecting the need for social distancing, we can meet via Zoom, a video conferencing app. I will continue to be available by phone and email to address any questions or concerns you have about how the market volatility is affecting your investments. Any forms that are needed to set up new accounts or make changes to existing ones can be emailed to you, and most can be emailed back. We can also utilize UPS, and we can make arrangements for me to drop off and pick up hard copies.

Your continued trust is always appreciated, as I pass on the hope from my family to yours that we all may stay healthy.