Humor me for a second- Close your eyes, take a trip down memory lane and think about how you felt one year ago.

I wrote several client letters during this time. Let’s take a look at a few pieces of commentary I provided during that time.

Hard to think that 1 year ago today, the indexes were crashing (SP 500 down 11.98%) (Dow down 12.93%) (Russell 2,000 down 13.27%)

Think about how far we have come in one year.

This is an important reminder to have a plan and an advisor who educates their clients on the purpose behind the decisions being made with their money. Then, when days like this happen, you can have more of a long-term approach and be confident in the process. I wrote several client letters during this time. Let’s take a look at a few pieces of commentary I provided.

Corona Chaos- 2/19/20– As of Feb 19, 2020, we are up tp 75,000 confirmed cases, with over 2,000 deaths- according to the most recent figures from the World Health Organization. A group was recently removed from a cruise ship and sent to Omaha, Nebraska. The virus certainly has the potential to limit growth of companies specifically those that do business in China. Read More

A Letter to My Clients- 3/25/20- Let me start out by saying this is a difficult time for everyone. Although there is so much uncertainty each day, one thing is certain – I will be working day and night on your financial interests. I have looked at each client’s portfolio on a daily basis… Read More

A Letter to My Clients (2) – 4/6/20- I wanted to write you a personalized letter to accomplish a few things: