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COVID-19 Resources

The beginning of 2020 has been quite a ride so far. We want to let you know that we are still here for you during this difficult time.

Our goal is to help you navigate through uncertain periods, even during “social distancing.” While many of us are collectively pausing face-to-face contact, there are plenty of other ways of staying connected. I’d love to hear from you, so please feel free to reach out via email or phone anytime, for any reason.

We’re in this together, and we’ll come out of it together. Meanwhile, I’m wishing you peace and good health. Check out our helpful resources below regarding COVID-19 and other related news to keep you informed. 

Don't Panic: A Timely Resource to Focus on the Bigger Picture

Don't Panic: A Timely Resource to Focus on the Bigger Picture

“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.

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CARES Act

CARES Act

The CARES Act, a roughly $2 trillion Coronavirus response bill, has been signed into law. Read about the most important provisions of the CARES Act and how aspects of the act may change retirement situations.

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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market drops, some investors lose perspective that downtrends, and uptrends, are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum.

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Your Emergency Fund

Your Emergency Fund

A 2019 Bankrate survey found that 28% of Americans had no emergency savings. Another 25% of respondents said that the cash they had on hand would last less than three months in a financial crisis. Read to find our how much is enough for your emergency fund.

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