Today is very bittersweet. After over 40 years in the financial services industry I have made the difficult decision to retire today.

I want to talk to you about bad markets, and why it is critical to talk to your advisor during these types of markets.

As you are aware (if you opened your March 31st statements – I know some of you didn’t bother), we had poor performing markets in February and March this year.

As you are aware (if you opened your March 31st statements – I know some of you didn’t bother), we had poor performing markets in February and March this year.

It’s been a month since our last market update. A lot has changed in the market since then. The markets are up roughly 25% since their low of March 23rd.

I‘ve been taking a lot of calls from clients like you, these last two weeks. I understand you’re concerned about the market and the impact it’s having on your accounts. Many people are worried and rightfully so.

Sometimes you can find yourself caught in the middle of something you didn’t expect. Sometimes life can throw you a complete curveball.