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COVID-19 Resources

This is an uncertain and very stressful time for all of us.  The financial well-being of our clients is our firm's top priority.  We want to encourage you to reach out to us at anytime, we are here to support you throughout this ongoing COVID-19 crisis.  

We will continue to follow CDC guidelines.  Please contact us through email or by calling our main line at (760) 854-4003 if you'd like to set up a meeting either at our office or by Zoom.  

We have assembled various articles, videos and reference pages that we hope will help you.  We will continue to update this page as new useful information becomes available and will be in touch with you. We are here to help you navigate this most difficult time and help you make best use of government relief plans as well as any estate, tax and investment opportunities that may be appropriate for you, your family or your business.

News & Facts

COVID-19 Frequently Asked Questions (CDC)

COVID-19 Case Tracker (Johns Hopkins Coronavavirus Resource Center)

Mental Health & Coping During COVID-19 (CDC)

The Economy & My Investments

What effects will the Fed’s open-ended commitment to buying assets have on the economy? 

What role does perspective play in our ability to stay the course?

Are ‘the economy’ and ‘the market’ synonymous?

Can Small Cap Stocks Weather the Storm?

Can the market bounce back?