Latest Thoughts

FIG - Federal Stimulus Debate

Hello from our Shelter-in-Place to yours, anyone curious about the massive amount of Federal Stimulus being debated, approved, and distributed?  The following article from Bloomberg breaks it down.  As always, we look forward to the next opportunity to visit with you and discuss your financial goals.  Until then, we wish you good health and safety.  Warm regards, Adam

FIG - Housing Market Update

Hello, I hope you and your loved ones are safe and healthy. We’ve received a number of inquiries about the coronavirus crisis’ economic impact on the housing market.  The quick answer we’ve given is, “it’s too soon to know,” however, this article is well written and mirrors much of what we are thinking.  As always, please don’t hesitate to let us know if there is anything we can do to help you or your family and friends. Stay well, Adam and the FIG team. 

FIG - Covid-19 Update

Hello, first and foremost, I hope this note finds you and your family safe and healthy during what I can only describe as the most extraordinary of times.  We’ve connected with many of you over the last few weeks but as you know things are moving so quickly that I thought I’d share our latest thinking. Our office is open and staffed by one of us at all times, usually me.  The rest of the FIG team: Paula, Julianna, Hiro, Greg, and Bob are each set up in their fully functional home offices. Our service and custodial providers, Commonwealth Financial and National Financial Services, are also open and equipped to serve you.  In these uncertain times, we recognize that you look to us for timely updates, resources, portfolio decisions, and exceptional service; and to meet that expectation, we are available to you at your convenience via phone, email, and video conferencing. Please don’t hesitate to reach out to us with any questions or to discuss your specific situation.