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COVID-19 Updates

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. 

Market Timing & Your Investment Strategy

Market Timing & Your Investment Strategy

Right now, many Americans are wondering how they can “time the market” during these challenging times. We put together this article to help you learn the importance of a disciplined approach to investing as well as the dangers of “market timing.”

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Your Emergency Fund

Your Emergency Fund

How much is enough? 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.1

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Unpacking the Paycheck Protection Program

Unpacking the Paycheck Protection Program

American lawmakers are adding new legislation each week in response to COVID-19. Learn more on what they are doing for Small Businesses.

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