Since most families are sheltering at home, this “spare time” represents an excellent opportunity to catch up on small and important financial matters: the type of tasks that are easy to neglect because we don’t have the time. This opportunity is interesting enough to catch the attention of our local CBS Station KPIX TV in San Francisco.

Please call us with any questions you may have on this or any other financial planning matters. We invite you to forward this message to friends, family, and colleagues who have expressed concerns about today’s economic and investing environment, and might want to talk about their questions. After all, there is no need for people you care about to walk through times like this alone.