Current Updates

We Cannot Direct The Wind, But We Can Adjust The Sails.

We are here for you, please Keep in mind these important points:

  • Stay Calm - guidance for long term investors remains intact, do not panic. As the uncertainty persists, remember your plan, for most investors it's best to hold on tight and ride it out. 
  • Remember the Plan - for all of our clients, whether you are retired or still employed, we have worked with most of you to create solid plans to withstand volatility.
  • Start Small - if you simply cannot sit still, please give us a call. We will help you consider small steps that may involve rebalancing your portfolio. However, we do not recommend making any drastic changes.
  • Save Some - the one thing we can all do is build up our emergency savings. It is important any time, but more so during economic uncertainty.