Protecting Your Health and Wealth During Difficult Times
The coronavirus has brought into sharp focus the fact that our health is even more important than our money. Well managed finances complete with strong savings programs is of little value if we lose our health. That is why, at Allison Spielman Advisors, we are taking action to protect both your health and your wealth.
Specifically we are:
Suspending all in-person meetings. Pavla will be contacting those of you who have in-person meetings scheduled to set up Zoom meetings instead. She has been in the process of contacting several of you to schedule review meetings. This will continue with the offer to do Zoom meetings.
We are working from home for the most part. To accommodate those who may have information to drop off at the office, we are setting up a rotating schedule to assure someone will be in the office each day.
We are reviewing all portfolios to look for tax-loss harvesting opportunities.
We are reviewing all portfolios to look for buying opportunities that typically arise during market downturns.
We are communicating with our portfolio management partners such as Dimensional Fund Advisors and sharing important communications from them.
We are in dialog with our colleagues to share our best thinking about protecting our clients assets while finding the opportunities that present themselves during turbulent times.
At this time we want to be especially responsive to your questions and concerns. Please feel free to call or email us.
Thom Allison, CFP®
(425) 889-7848 x6
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