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Important Announcements

As you might imagine, we have been closely tracking the facts surrounding the COVID-19 pandemic.

Investing & Economic Commentary

Earlier this week, we established a new position in Starbucks Corporation (SBUX) as we seek to take advantage of the market downturn, using the current environment to add high-quality companies to portfolios without compromising on price.
You may have noticed an unusually large number of trade confirmations from Schwab lately and be wondering what trades are being made in your accounts and why.
With stocks sharply selling-off over the last several weeks, we are looking for opportunities to add exposure to high-quality names at discounted prices. Consistent with this strategy, we have recently added Microsoft Corporation (MSFT) to portfolios.
The coronavirus situation continues to escalate and change on virtually a daily basis. The past week has disrupted life for most of us in a number of important ways.

Financial Planning

As everyone is aware, the novel Coronavirus (COVID-19) has impacted the global economy and stock markets around the world.
This is a letter that I began composing back in 2008, and I was absolutely surprised at the positive responses received from clients. There are some new items for 2020 (primarily retirement and estate planning issues affected by the recently passed SECURE Act), but I have kept the framework the same because the basics really never change. It’s resolution time, so here we go again!
The SECURE Act was a certainty early in the year but seemed to die off over the last few months. However, the budget bill did include this act, which was signed into law on December 20, 2019.