Weekly Update: April 14, 2020
Easter has come and gone, and this year certainly looked a little different for the Willems family, as I’m sure was the case for your family too. Regardless, we spent some physically distanced time together, appreciated the meaning of the holiday, and took advantage of the sunshine to cross some “Spring…
Government to the Rescue: Interview with Cheryl Norton
Governments at all levels have responded in a big way to the onset of the COVID-19 pandemic, and the constant barrage of announcements can become overwhelming. In this conversation, Steve Willems interviews Cheryl Norton, Regional Vice President, Wealth Planning with Assante Private Client – for her review of the recent…
Weekly Update: April 6, 2020
Three weeks ago, it was hard to imagine a time where a state of quarantine, physical distancing, and an economy on pause seemed normal. But that is where we find ourselves – in this new normal. And as we all reorient our lives, routines and plans, we’re calling this phase…
Weekly Update: March 30, 2020
As a part of our commitment to streamline communication into one single weekly post, please see these four ways to connect with us this week. 1) State of the Markets Web Calls Join us for a brief 30 minute Zoom Web Conference Call where we will share recent insights we’re hearing from portfolio…