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The current status of the financial markets has left many investors nervous and uncertain. With the spread of the coronavirus (COVID-19) across the world, the markets have reacted with more volatility than usual. Unfortunately, this has led many people to react out of fear, can result in big investing mistakes.

However, where some see fear and disaster in this situation, we see opportunity.

If you noticed that your portfolio did not adequately track the market’s upside in 2019 or is performing poorly in the current volatile environment of 2020 (relative to the allocation of stocks in your portfolio), it might be due to poor positioning.

Now is the time to fix this.

While many are telling investors to do nothing during this time of market volatility, we believe that you can utilize more active investment strategies to adjust your money based on the market actions. It is more proactive than a simple "buy and hold" philosophy, and it could potentially help your portfolio perform better during a recovery.

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Pro Tips To Position Yourself For Recovery

UNBIASED

We are a fee-only firm. We accept no commissions, which means you'll receive fiduciary advice centered on your financial goals and not driven by our compensation.

CLIENT-CENTERED

We exist to serve you and your best interests. Our purpose is to fully understand what you would like to accomplish and help you make it happen.

EXPERIENCED
CREDENTIALED

We stand ready to put our recovery strategies to work for you. Environments like this are not the correct time for novice investors to do research online and take wealth management into their own hands. Experienced asset managers are familiar with the interrelationships between asset classes and how inputs such as the current stimulus programs affect asset classes disproportionately.

TOTAL WEALTH MANAGEMENT

We don't just manage your finances. We take the time to understand the complexities of your life so we can build comprehensive financial solutions that meet your goals and needs. We combine financial planning with investment advisory services and relationship management to offer you Total Wealth Management.