COVID-19 May Be Here Awhile: What Should You Expect From Your Financial Advisor During A Crisis?

Posted on July 14, 2020

As the financial markets went from stumble to tumble in March of this year, investors were inundated with headlines and messaging urging them to stay the course, focus on the long term, and refrain from reactive and emotional decision making. But what exactly does that mean? Do nothing? We know that panic isn’t a strategy but standing still isn’t either. That’s why perspective is so important during a crisis. And gaining perspective requires effective communication.

Our wealth advisors have been reaching out to clients via all available channels, including phone, text, email, and social media throughout the COVID-19 pandemic to let them know we’re available to answer their questions, address their concerns, and help them make decisions that support and align with their individual goals during these uncertain times.

Full Article on Forbes