News & Press

03/17/2020

Market Update in the Wake of Coronavirus

We understand the need to communicate with our clients during a volatile time…With despair comes opportunity. Markets have fallen significantly since the arrival of COVID-19. And yet, this black swan event exemplifies our use of asset allocation as a means of mitigating risk for our clients. Clients who are not yet retired should understand that time is on their side. Clients who are close to, or in retirement should take comfort in knowing that a significant portion of their portfolios are in fixed income, which has performed well during the equity selloff. Any cash needs can be satisfied from fixed…

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06/06/2018

Global X Proxy Info

As concerned and proactive advisors, we felt it imperative to reach out regarding a recent communication from Global X Funds. Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New York-based sponsor of exchange-traded funds (ETFs). Global X is recognized as a leader in developing intelligent investment solutions for our clients. Earlier this year, we added an Exchanged-Traded Fund (ETF) to your managed portfolio, Robotics & Artificial Intelligence ETF, which is managed by Global X Funds.

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05/03/2018

New Medicare ID Cards Are Coming in May

Social Security Numbers Will No Longer Be Visible

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