Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets as the world reacts to the spread of COVID-19 and the potential economic fallout. Please know that, as always, we are closely monitoring current news, economic data and industry trends as they develop and are committed to supporting you through whatever may transpire.
We are understandably neither accepting nor scheduling in-person appointments in order to ensure the safety of our staff. Instead, we are actively conducting meetings via Zoom which allows for face-to-face contact and simple screen sharing capabilities. We can also be reached via phone or email so please do not hesitate to contact us any time, for any reason.
Please keep yourselves safe through this uncertain time and heed all warnings from your local authorities to ensure the health of you and your family.
We are a three-generation, family investment, retirement and financial planning team that has been helping clients of all types for over 30 years. What can we do for you?
"The Great Mountain - B&W" by ronWLS is licensed under CC BY-NC 2.0
Integrity
Be true fiduciaries - always put the client's best interests first, period.
Transparency
Be open and forthcoming in everything you do, trust is earned.
Simplicity
Avoid unnecessary complexity, keep things simple and understandable.
Costs Matter
Minimize investment expenses to allow the magic of compounding to work.
Eliminate Noise
Focus energy on what can both be controlled and what matters, the rest is noise.
Be Mindful
Create a barrier between emotions and big decisions - respond, don't react.