Welcome to our COVID-19 resources page. Many of our clients, friends and family members have reached out to us for guidance in these uncertain times. This spurred us to create a page where we can provide trusted information related to financial planning and investments in one place to better support the greater community.
In the right-hand column, you will find a few things, the first being our Give Back initiative, where we provide complimentary financial advice during this difficult time. Below that, we are excited to introduce the first in our MC Stories series “Lessons from Life”. In this series, we will share stories from our team that reflect on experiences from their lives that changed their perspective on finance and fueled their passion for investing. Lastly, you will find an image that links to videos from our successful in-house Financial Bites lunch-and-learn series. We designed Financial Bites to educate and empower families, couples and individuals across a broad range of topics. We highly recommend viewing this series as it also provides an excellent opportunity to educate the next generation about finances.
In 2020, we have also focused on updating our social media pages in an endeavor to stay connected as well as provide you with timely tips, videos and advice to help you get the most life out of your wealth. Please click the social icons in the footer to keep up with us! We always love to receive comments about your experiences, what most resonates with you and what you would like to see more of.