Broker Check
Interesting Times

Interesting Times

March 24, 2020
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I believe that we can all agree on one thing: we are certainly living in interesting times.

While each passing day brings us new details about COVID-19 and global response efforts, I will continue to keep you updated on our office operations and our commitment to ensuring our quality of service to you.

Since last week, we have been operating our offices remotely with minimum personnel on-site to check mail and ensure all our normal capabilities remain fully functional. We assure you that we are here for you during this period of uncertainty and are looking forward to when everyone is back on their feet and feeling safe.

During this period of worldwide crisis, it is crucial for you to focus on the well-being of your families and yourselves.  You can be assured that we are keeping a steady eye on the markets, investing with conviction, and maintaining a disciplined approach.

While all markets have seen relatively substantial losses, some defying logic and reason, our overall portfolio remains strong. In a tumultuously volatile stock market, we strongly believe that selling stocks in an over-sold market is not a prudent action for a long-term strategy – unless there is a short-term need for liquidity.

We believe that market downturns provide their own unique set of opportunities, such as harvesting capital losses, rebalancing portfolios to maintain your risk tolerance, or finding investments that are selling at a discount.

In the near future, you may receive a relatively higher quantity of trade confirmations as we fine-tune your portfolio.

Having helped clients through the Financial Crisis and the Dot-Com Bubble with their savings intact, my firm remains committed to being a guiding light through this uncertain time.

Please give us a call if you’re looking for clarity or guidance, or if you have concerns or questions that you feel are not being addressed. We’re here and we’re happy to help you.