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Perception vs. Reality Inflation and Your Portfolio Surprises

We do hope this message finds you healthy and well during these difficult times.  Our thoughts and concerns are with everyone affected by this global crisis. Due to this rapidly evolving situation, we have changed some of our normal procedures. 

We have cancelled all face to face meetings until further notice and implemented our emergency plan.  While our staff is currently back in the office, the 2nd floor is currently closed to our clients and the public. As Summer is upon us, it is our hope that the new normal will be upon us shortly. We are in the process of outlining a new pick-up and drop-off service that should be finalized soon.

Please be aware of the scammers! They are out in force at this difficult time. The IRS will NOT email or call you asking for bank information. Remember to check our social media platforms on Facebook an Twitter for the most up to date information.

Thank you for the understanding and God Bless America.


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