Current Updates


April 2020

Hold on tight, 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.