I hope you are doing well.
I must admit that one of the things that I believe makes this crisis tougher than others is that we are being asked to manage it through distance from people we normally reach out to for guidance or comfort – or simply that one person who is willing to listen. Social distancing from our families, friends, colleagues and yes, even our advisors, can be tough.
But I am certain we will overcome this crisis, as we have all the others – even if it means keeping a distance of six feet.
As we watch the markets go up and down and read the increasingly negative headlines, it’s critical to understand that this is simply short-term noise when it comes to your financial position. Let’s not forget the work we did before getting to where we are now. We have long prepared for this possible event by making smart, responsible asset allocation decisions. We crafted a long-term plan and diversified your holdings for situations just like this.
I also want to highlight that this is a health crisis first and foremost. Given the strength of the economy before the crisis, some experts believe a recovery could be fairly fast and strong. No one knows for sure how long we might be in the current state, but I remain confident of where we will be in the future. I am monitoring the markets and your investments with great diligence to keep us well positioned for positive days ahead. Strong recoveries have followed all previous market downturns, and I am extremely confident that this time will be no different.
I like to think that the reason you put your trust in me was to help during times like this. I am here to help you understand what is happening and why, and to share with you a calm, confident and informed outlook on this current crisis.
I’ll be in touch. Feel free to reach out to me.
P.S.: Here are all the ways to contact me and the team, and to see the updates I think are important for my clients:
Office Phone No: 250-614-1366