Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:

• Keeping Perspective: We understand that everyone is living in uncomfortable times surrounded by uncertainty. It is important that we remain calm and not let emotion cloud our judgement. In this article, Charlie Kerwood talks about why we have a specific process in place to protect our client’s portfolios.
• Maintaining Business Continuity: Like many other businesses, we are taking special precautions to maintain the health of our clients, staff and their families. Jason Farris talks about a few changes we have made at our offices.
• What the CARES Act Means For You: On March 27, Congress passed the CARES Act in response to the COVID-19 global pandemic. The bill is a $2+ Trillion dollar fiscal stimulus package that was designed to help ease the significant economic damage this disease has caused. Jason Eliason lays out the important facts in this graph.
• 2020 1st Quarter Market Report: A lot has changed since the last quarter. The COVID-19 virus has completely overwhelmed the markets. Jason Eliason discusses why it is understandable that we are feeling overwhelmed and uncertain.

Legacy Press Spring Newsletter

As always, please call or email us if you have any questions or having problems accessing the Legacy Press.

P: 614-457-7026

E: info@waller.com