Financial Planning and Market Update 03/10/20
I am attaching two things — a Market Update from the Chief Investment Officer, Daken Vandenburg, CFA, of our partner firm, the MassMutual Trust Company, and a three-minute video from the analysts at Morningstar on their understanding of current conditions. Consider this material an update (as of yesterday) to the note I sent you last week — taken together these two things provide more detail and historical context. In times like these, taking a longer view can help calm the nerves and open the eyes!
The materials I am attaching provide further support for a conservative “wait and see” approach at this time of multiple uncertainties. I hope you find it helpful.
As always, call me any time for any reason. I welcome your comments and questions. We are dedicated to helping you UNDERSTAND where things are today and how your future is impacted, PROTECT your investments through strategies that rely on diversification and balance, and work toward continuing to GROW your wealth in ways consistent with your long-term needs and values.
Allen & the DFG Team
Allen J. Davis, CFP® ChFC
Financial Planner and Advisor
Davis Financial Group, LLC
10 Bay Road, Hadley, MA 01035
(413) 584-3098 x11 office
(413) 427-2782 mobile
(413) 584-0160 fax
MassMutual Trust Company Market Update March 9, 2020