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Client Announcement – Do you know how the CARES Act effects you?

On Friday, March 27th, the President signed into law the  CARES Act, a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources …

21 Things To Do In A Down Market – April 2020

We hope you and your family have been holding up well during this time of uncertainty. When the market is down, it’s normal to feel anxious about your 401(k) or other investments. We invest your money and help build financial plans with a long-term outlook but even so, we understand that it …

The Client Connection – March 2020

The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. We have reached out to many of you, but our thoughts continue to evolve as we discover (and digest) new facts. Here are our brief thoughts to the questions that are on all of our min …

The Coronavirus Correction

In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts revised growth expectations, and investors worried about the possibilit …

Please Join Us For a Virtual Coffee Chat – Friday, March 20th at 4pm

You are invited to join Debbie and Rob for a virtual client Coffee Chat on Friday, March 20th at 4pm. She will be answering all of your questions on topics such as the Coronavirus, the current state of the markets, the economy, the bottoming process and where do we go from here? If you are …

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