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2020 — The Year of Challenges

{2 minutes to read}  So 2020 has a zero and a second zero. Instead of seeing 2020 as we move forward, we will begin to see it as “the year of the exception,” aka the 2✱2✱ because of the historical implications that this year holds.

The world is upside down between the COVID-19 pandemic and racial unrest. Terrible things including many deaths have happened as a result of these events. On top of that we have volatile markets, people losing their jobs and businesses. Sports and entertainment have both come to a standstill. I recently attended my first-ever ZOOM funeral service for a dear friend of mine. It’s been a very challenging year and will be remembered as one of those outliers.

So why do I bring this up? I bring it up because I think it’s important in the context of the work that we do. At Strategic Wealth Advisor Network, our objective is to help each and every client protect, grow and enjoy their wealth. Our intention is to help each and every one of you plan properly and protect what’s most important.

We can help you make the right life, disability, long-term care, estate and retirement planning and investment decisions. Set up proper wills, trusts, and legal agreements and do the things that are necessary so that your house is in order.

I think the work that we do communicating our intention about helping our clients put their financial world in order is very important. If you feel that you want:

  • A second opinion
  • To do a financial plan
  • To review your investments
  • To review your insurance policies or retirement/pension plans

Let us know because that’s what we’re here for — to help.

Wishing each of you, peace and health. Stay home, stay safe, stay sane, wear your mask, stay connected, and best of luck for a successful and healthy remainder of 2020 or as we call it, 2✱2✱.

Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS.  Strategic Wealth Advisors Network and Gassman Financial Group are not affiliated with APFS.
Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.American Portfolios Financial Services, Inc.(APFS) and American Portfolios Advisors, Inc.(APA) are not affiliated with any other named business entities mentioned.

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
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Michael@SWANWealth.com
www.SWANWealth.com

Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2020-07-28T20:02:38+00:00July 28th, 2020|Blog, Financial Planning, General|0 Comments

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