SGH Wealth Management: What I'm Reading

Not Another Corporate Update on the COVID Response

SGH Wealth Management’s “Read What I’m Reading” Apr 2020 | Apr 3rd, 2020

In the past month we have all received Special Coronavirus related emails from any company that we might have bought a pack of gum from over the past 10 years. At the risk of getting lumped in with Discount Tire’s response to this pandemic, we thought it would be interesting to know how we have adjusted and risen to this occasion here at SGH Wealth Management:

It’s impossible not to acknowledge how this has affected all our lives. We hear your uncertainty of what could come, and we understand everyone’s concerns. In these moments, it’s a great reminder that: Fear is not an Investment Strategy. We have been actively carrying out our planned strategy for these moments and have been hard at work searching for opportunities in this market downturn. Though we expect that the next 3 months could still be volatile, our diligence today should be evident further down the road.

With our new expanded staff including: Jeff Remillet, Rachel Reyes, & Ashley Evans; I am happy to report that we have kept up with all the increased demand and all client inquiries have been responded to the same day. When you have concerns, trust that you can reach us. Some of our staff has started to work remotely but we have kept our operations centralized at our Southfield headquarters to ensure that your privacy is secure. In addition, we have been actively reaching out to clients who might be good candidates for Roth Conversions at these market lows and researching how one might be able to take advantage of the Government’s CARES Act in response to this pandemic.

This is our moment to shine for you. We appreciate your patience and please reach out if you had any questions!

*See Sam Huszczo, CFA, CFP in this month’s Cover Story on creating investment income in this Low Interest Rate Environment in Financial Advisor Magazine in the top link below:

Read the Paper