If we had a nickel for every time our kids asked to leave the house……
In the midst of conflicting numbers, protesters, press conferences and waning patience, warmer temperatures and sunshine in Indiana is just what we needed to blow the cobwebs off of six weeks staying at home. Our resolve is bolstered by fresh air, chirping birds, and the inspiring acts of our neighbors. Since we can only take one day at a time, we will continue to be grateful for each day.
We are deeply saddened by the loss of several clients this month. Our condolences go out to all of the families who have lost loved ones. May their legacies be as long as their impact was deep.
Sarah’s Book Club
Join us for Chapter 5 of Sarah’s Book Club as she discusses some exciting news as well as the events of this week and what they mean to you.
Financial Planning Tip
Receiving the Stimulus Check
Many of you may have already received your stimulus check directly deposited into your bank account. In the April 10th newsletter we gave you several ideas for how to put the funds to work, please reach out to discuss!
If you have not received your check, you can follow this link and update information. You will need your most recent tax return (2018 or 2019) and your bank account information. Keep in mind that the site may be down for maintenance.
Fiscal Relief Measures
The Washington Update from Raymond James & Associates summarizes the next phase of stimulus for the economy. This article covers the SBA’s PPP and EDIL along with funding for Healthcare Response.
From the Desk of Gene Trueblood, CFA
A rather infamous quote from former Secretary of Defense, Donald Rumsfeld, captures much of our current predicament, when the future seems so uncertain: “There are known knowns; these are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns- the ones we don’t know we don’t know.” Click here to download recent commentary from CFA Gene Trueblood.
What happened to oil?
This article from Seeking Alpha is a nice summary of what is happening in oil this week. If you have questions about your energy investments please give us a call.
Forbes Top Women Wealth Advisors 2020
We are excited to share that Financial Planner Sarah Boston has been named to the Forbes Top Women in Wealth list for 2020. Since women only represent 15% of the total financial advisor population, we are especially pleased to be included on this list of successful women in finance. Success is a team effort and it does not happen without our talented team and wonderful clients. Click here for Sarah’s story.
The Next Chapter
All eyes are on the gradual reopening of the economy. Until we have the official word from the Governor of Indiana we will offer phone and video appointments with clients. In the meantime we will enjoy all of the beauty Spring brings and look forward to seeing you soon!
-The Bookends Team
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