Due to the governor’s “stay home, stay healthier” mandate, our physical office is currently closed, and my team and I will be working remotely. We will, however, remain available to support you and want to share some important information.
We’re Running Business as Usual
With the exception of face-to-face meetings, my staff and I will continue support you as if we were still in the office and will do everything we can to support you. If there is anything you need—for example, to open a new account, deposit or withdraw money, or submit paperwork—please contact us, and we will be happy to help. You may also access your account information electronically by logging into Investor360°.
Concerns About Market Fluctuation
With the recent market turmoil, you may have concerns about the effect the coronavirus pandemic will have on the economy and your portfolio. Brad McMillan, chief investment officer at Commonwealth Financial Network®, continues to offer thoughtful insights on a regular basis. His knowledge about the markets is well-respected throughout the industry, and his opinion, I believe, is one you can trust. You can read his latest commentary here.
Keeping Your Information Safe
Unfortunately, cybercriminals always try to take advantage of a crisis, and people become more susceptible to attacks. It’s important to stay vigilant and be on the lookout for suspicious emails—from unfamiliar senders as well as known names—as they may contain malicious attachments or links to fraudulent websites. For more information on defending against online scams, please visit the Cybersecurity and Infrastructure Security Agency.
Please Contact Us
If there’s anything you need, or if you would like to discuss anything about your portfolio, please call us at 253.858.2884. If we are unavailable, please leave a voicemail or email us, and we will get back to you as soon as possible.
Thank you, and please stay safe,