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Like a good coach... A Letter to our Clients

March 24, 2020

Like a good coach, I’m here to help you stay focused on reaching your goals.

These are unprecedented times for all of us, and it’s human nature to want to react quickly to the economic disruptions caused by events such as the rapid spread of COVID-19. Market volatility can challenge any investor’s discipline and commitment, but I can help ease your mind and keep you focused.

Just like an athlete has a coach to train and guide them, I’m here to do the same for you. A good coach makes you better, helps you focus on your goals, and knows how to get you there— even when times are tough. A good coach also helps keep things in perspective.

Working together, we can make required adjustments to your financial strategy, helping you take advantage of opportunities in the market and taking you through the best course of action for your personal situation. Based on your time horizon, we can reassess your risk factors and life goals. Remember, it’s not only about the returns on your investments, but ensuring you stay on track to reach your goals despite the current economic and market conditions. Take comfort in the fact that throughout history, a market decline was always followed by a period of recovery.

As always, if you have questions about the markets or your investments, I’m here to talk.