Letter from the President
First, let me say the obvious: these are truly unprecedented times we are living through. Second, we appreciate how calm our clients have been. While everyone is feeling the anxiety and challenges of these times, I am truly impressed by everyone that I have spoken with. Please know that we will continue to closely monitor the markets, the economy, and your portfolio, and take action when we need to in order to best protect your hard-earned money.
One of the conversations I am having with many of my clients is simply a reminder that the equities part of your portfolio is really meant for a 3-5 year timeline. For immediate money needs, we’ve layered in other strategies that are much less volatile, and which should offer you protection in the short term.
We often hear from clients that other advisors that they’ve had are more reactive, while we strive to be more proactive. We think that was the case this time as well. To take advantage of the strong market in 2019, we rebalanced in early January and again in March as noted by Jerry’s article on the front page. We’ve also been making an effort to send regular communications about the markets, your portfolio, and most recently the CARES Act during the last several weeks. We’ve also been called on by channels 5 (WEWS) and 8 (FOX) to help clarify confusion around the markets and the financial ramifications of the coronavirus pandemic. Be sure to follow our website and blog for regular updates, and, if you have any questions at all, we’re here to help during these challenging times.
I want to say again how grateful I am for the trust that you’ve all placed in me and the Lineweaver Financial Team. We’re truly privileged to be able to serve such wonderful clients. We hope you all stay safe and healthy, and know that we’ll always be here to help.
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