All posts by Kelly-Anne Shoaf

  • 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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  • 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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  • New Medicare ID Cards Are Coming in May

    Social Security Numbers Will No Longer Be Visible

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