Client
For over 40 years, we’ve been helping our clients weather global recessions. Our industry expertise has enabled us to develop effective, long-term strategies for success. Cornerstones of our holistic financial planning process include:
- Diversified investment strategies
- Detailed analysis of third-party investment firms
- Ongoing monitoring and regular rebalancing of your portfolio
As always, we’re closely following the economic and market shifts that have accompanied the recent global health crisis. We understand that market declines may be disconcerting, but they are normal and temporary occurrences. To that end, we are cautiously optimistic about the near-term fut
ure as markets start to rebound.
However, we still expect economic volatility over the next 12 months. Bearing in mind historic fiscal trends, current events, and the upcoming presidential election (among many other complex factors), we anticipate additional downturns ahead. Yet, we encourage you to focus on long-term goals rather than daily stock prices.
We are here for you during the ups
and
downs, and are eagerly following the latest market trends and fiscal policy changes that may affect you and your portfolio. With preparation, planning, and patience, we can anticipate the new (post-Covid) norm and adapt to ensure your long-term legacy remains in tact.
Please do not hesitate to contact us with any questions or concerns.
Kind regards,
