Sleeping …with one eye open
First and foremost, I hope you and your family are in good health and doing as well as can be expected during this pandemic. Clients have told us that knowing they have a solid plan and knowing where they stand financially has allowed them to sleep well and, for many, to focus their concern on others who have been more severely impacted.
The future may be less certain than it seemed a short while ago, but please know that our team is here to assist you and guide you through whatever may come. Above all, you can count on us to be forthright about what is happening and about new risks the pandemic has exposed and may pose for investing and planning, not to mention the opportunities as people and businesses adapt to a new normal. Read Full Client Letter