Our Latest Whitepaper - Surviving the Pandemic

Posted by Doug Kinsey - 23 June, 2020

Surviving the Pandemic - A Guide to Confident Financial Decisions

Surviving the Pandemic Cover 3


We've published a new white paper on financially surviving the pandemic.  While not comprehensive by any means, it contains some things to consider during this time of financial and economic unrest.  Our clients are familiar with our comprehensive planning approach and attention to major market and systemic changes, so this may not be news to you, but if you'd like a little perspective on the situation, you can download it and read it for yourselves.  

I plan to update it as the situation changes, and as we develop additional action items, but for now, I hope you gain something of value from it.

As always, please reach out if you have any questions or needs.

All the best,

Doug Kinsey

Topics: Investments, Financial Planning, Covid-19, CARES Act, pandemic

Recent Posts

Don't Get Hooked: A Guide to Recognizing and Avoiding Phishing

read more

What's Going On With The Banks?

read more

Monthly Economic Update

read more