In December of last year, we released a new version of our risk questionnaire. This allows clients to input some information, answer 10 questions, and get a portfolio which matches their risk tolerance - all from their computer or smart phone. See this blog post for more information and a
As we start week 4, at least in Virginia of the Coronavirus shutdown, I find myself when I finally slowdown on the weekends pondering just how surreal this all is. Here are some of the random thoughts I had over the weekend.
- It seems Zoom was in the right place
Here are 3 positive things we see within the investment markets and our portfolios.
1.) Valuations have gotten very attractive thanks to the sell-off.......in high yield bonds. For a deeper look about what this means and actions you should be taking right now, click here.

2.) AmeriGuard allocations can
We keep hearing about the buying opportunities that have developed due to the COVID-19 pandemic. For the first time in at least 10 years, I'm finally excited about the buying opportunities that have developed. No, I haven't gone crazy after two weeks in our home/office. This is exciting!

Since
[Updated 5/18/2020] On Tuesday night, March 31, President Trump's press conference was pretty dire. He had already backed-up on his plan to "open the country" on Easter Sunday (April 12), saying we should stick to the CDC's recommendation to "shelter in place" through April 30. That guidance has