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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