We can appreciate that right now many people are anxious at some level, whether it is regarding one’s health or one’s finances. At times like these it is critical to remain calm and to focus on the purpose of your investments in conjunction with your financial plan. When markets are as volatile as they currently are, there are tremendous opportunities available for investors who can remain patient and stay invested. Our role as your advisor requires us to be calm, rational, and deliberate – especially in moments like this. We are here for you and ready to answer your questions and provide the resources you may need.
Have questions about your investment portfolio? We would be happy to speak with you. Like everyone, we are practicing physical distancing at the moment and so we would be pleased to organize a telephone appointment with you. Please call our office to speak with Harry or David.
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Video can also be found under the Wealth Management tab of www.perlerwealth.com