Status update: Don’t forget to let us know if your work situation has changed as it could lead us to manage your portfolio a little differently. So far some really good news is that our clients’ situations have not changed too much from a work and cash flow situation. Should it change just remember to reach out.

Also, don’t forget to follow us on facebook (if you’re on it) at

We are adding regular content on Facebook, Linkedin, and our new blog at:

This week has started off nicely with the markets surging yesterday. We continue to monitor the markets closely and for our advisory accounts are making changes as we need to.

Stay safe! Talk to you soon.

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