It’s an uncertain world right now. We live in a time of great uncertainty related to the COVID-19 virus. This uncertainty affects not only our daily lives but investment portfolios as well. Understandably, many are concerned about the long-term financial consequences of this pandemic.

Our commitment to our clients is to be a resource and proactive advisor in this very difficult time. Our goal is to do our best to adjust headlines and allocate portfolios in a way that we think provides the best opportunity for success.

Combined with our proactive portfolio actions, we also are committed to communicating on a regular basis to all we work with about our views on the market and the economy. We believe transparency is best when times are uncertain. Our goal is to clearly and consistently communicate to those we serve.

Each week we provide updates to our clients regarding our views on the economy and markets. These updates are available in both video and written form. You can find those videos here and our commentary here

I have also been asked to appear on TV to discuss current conditions on CNBC as well as other media outlets. A link to those appearances can be found here

If you would like to talk with Destination Wealth Management about your portfolio strategy, please reach out to us. We are ready to help you today.

GIVING BACK

Even in uncertain times, DWM continues to give back to our community. We have gathered a team of staff (DWM Hope Crew) to ensure our frontline workers, elderly and our youth are cared for. In good times and bad, we know the importance of rallying with our neighbors, friends and community. We are so grateful for this opportunity and have made the commitment to give to those in need.

Hospital Outreach
Our Hope Crew is currently providing meals twice a week to local hospitals and medical facilities. 

Meals for High Risk
We are working with local organizations to provide weekly grocery deliveries to seniors and other high-risk individuals.

Meals for Schools
Steph Curry from the Golden State Warriors recently made a request for donations to the Alameda County Community Food Bank. We’ve answered his call and have committed to donate on a weekly basis to feed 1000 children until schools reopen. To donate, please visit accfb.org.

 

It really does take a village and we are proud to support our community. We are all in this together.