We hope this letter finds you healthy and safe during this time. There is no question that COVID-19 will find a place in history books as an unprecedented event. That said, as your financial advisory team, we wanted to address a few important points.
Primarily, we care deeply about each of you - not only financially, but your health and happiness. As we have said numerous times, your trust and confidence means the world to us. We do not take our responsibility to you lightly, in any market condition. Our team is following CDC guidelines by limiting face-to-face meetings, and working remotely when necessary. This WILL NOT disrupt our service model to you as valued clients.
Please continue to contact us using our regular phone numbers and email. Our team has a remote work plan in place if necessary, and Janney has a business continuity process to ensure all of our resources and tools are accessible.
The uncertainty around COVID-19 has created short-term market shock. Many of you have been through market shocks before, and we will inevitably see them again down the road. They are uncomfortable, no question about it. One thing we take great confidence in, however, is the American spirit of resilience, innovation and action. We believe strongly that we will recover from this as a nation. Our client relationships include deliberate financial plans based on each of your individual objectives and time horizons. Those plans can change based on new objectives or changes to time horizons, but typically not because of temporary market conditions. If you have any questions about your portfolio or would like to discuss it in more detail, please give us a call. If you have family or friends with questions or concerns, even if we don’t already have a relationship, it would be our pleasure to talk with them as well.
As a team, we do not discount that this is a fearful time for each of you. However, we want you to remember that this is why you hired a professional team of advisors with over 60 years of combined experience in financial services. We will work diligently on your behalf during this time. As always, we will utilize the best and brightest minds in our business (economists, analysts and market strategists) to help us guide you during the coming weeks and months.
We will all get through this, and we look forward to many brighter days ahead on the horizon.
Edwin, George, Julie and Christina
Waingart Wealth Advisors of Janney Montgomery Scott
403 Roper Creek Drive, Greenville, SC 29615
864.438.3817 | ewaingart@janney.com
www.WaingartWealthAdvisors.com
