COVID-19 Resources

^{Updated July 8, 2020}

In lieu of recent concerns with the current social and economic conditions, our team is doing our part to honor recommendations made by local health officials by taking proactive measures to practice social distancing and the wearing of masks in our offices. While we have always been dedicated to protecting the wealth of our clients, we also, and more importantly, care about your health and well-being. 

Our offices have begun to reopen in accordance with local guidelines while still encouraging social distancing and encouraging protective measures. During this time, we have dedicated much time and energy into upgrading our technology to better serve our clients who are not able to meet in-person. We now offer virtual meetings and online portal services to more effectively manage your accounts from afar!   

What this means for you

As we’ve seen over the years, events like these can influence the markets in the short-term. When you see markets react to the latest news, remember: those reactions are a common occurrence, not necessarily a cause for alarm. Breaking news should not dissuade you from pursuing your long-term objectives.

While market volatility can be unnerving, know that we are keeping a close watch over these current fluctuations on your behalf. Most importantly, we are on the lookout for any emerging long-term trends that might impact your portfolio and will be sure to communicate with you if any actionable plans arise.

If you have any concerns in the meantime, please feel free to reach out – we are always here to help.

We truly appreciate your trust and we look forward to working together for years to come.