April 2020 Client Letter

First, a big thank you to everyone for being “Stay at Home” Heros. Many of you have asked about my wife Lesli. She is a critical care nurse in the Intensive Care Unit (ICU) at our local hospital. She and her coworkers are on the front lines of the medical response to the Covid-19 virus and it has been exhausting work. She is staying healthy and I know she appreciates your expressions of gratitude, kindness and prayers. She especially appreciates your efforts to stay home and help “flatten the curve” so our healthcare professionals can keep up. While we aren’t out of the woods yet, the rate of new cases is slowing.

Let us know how we can help.

  1. We are here for you and stand ready to help answer your questions and concerns. While you are at home this might be a great time to schedule a call or video conference and update your financial plan. This can help you keep your investments current and focused on the longer term.
  2. The changes we implemented in our business last several years are paying off now. The move to Tacoma which included adding additional staff resources and other new technologies like a robust communication system that included video conferencing have helped us be prepared to serve you during these challenging times. We are here for you.
  3. You can now reach us by text, email, phone, video conference through RingCentral, Screen share with Wealthvision and Riskalyze and more. You are our priority.

Hard to believe that just 3 months ago we thought 500 point moves in the Dow Jones Industrial Average were a big deal and now today they hardly make the news. It’s been a long couple months and could be awhile before we get back to normal.  Stay healthy and stay safe.

Dean Bennion

Managing Partner

Kimball Creek Partners

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