Amazon: You package will be delivered Wednesday.

Everyone: Great, when is that?

I woke up the other day, looked at the calendar and said to myself, ‘wow, it’s August already!” It felt like the beginning of Covid19 and stay-at-home orders all started last week. No, we are now on MONTH SIX! Let that sink in.

When it comes to financial decisions, many of us have been adopting a ‘wait and see‘ attitude. Let’s ‘wait and see‘ how this pandemic works out. ‘Wait and see‘ who gets elected in November. ‘Wait and see‘ if a vaccine gets developed. ‘Wait and see‘ if we actually have football this year.

Life and time march on and financial plans and decisions can’t be put on hold forever…even when we are scared and would rather ‘wait and see.’ It’s our mission to arm our clients and friends with the best information during these uncertain times so they can confidently make those financial decisions.

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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