Quarterly Money Thoughts

GLC September Market Matters, The Momentum Analysis – Review Meeting Process, Critical Illness Insurance Webinar Recording with Christine Wilson, Upcoming Webinar – Capital Markets Update – October 27, 2020

GLC Market Review Highlights

  • COVID-19’s second wave offers up a new round of uncertainty for businesses.
  • The Federal Reserve kept their Fed funds target range steady at between 0% to 0.25%.
  • September losses give back some of their summer-time equity market gains.
  • Oil prices fell on rising concerns over weak global demand if lockdown measures return.

To view the full report with all accompanying sections, tables and charts, please see the above link.

Source: GLC Asset Management

The Strategic Planning Approach – The Momentum Analysis.

The Momentum Analysis

We’re very excited to announce that we developed the 5th component of The Strategic Planning Approach – The Momentum Analysis.

At The Momentum Analysis meeting, we will review your financial planning goals (which are outlined in your custom binder) and will update your plan to take into account any changing needs. We will then discuss the cost to work with us, performance against known benchmarks, and your options for beneficiaries. Finally, we will draw up a plan of action for the next steps and kindly ask you to evaluate our firm.

Stay tuned for an email from us in the coming weeks to schedule your Momentum Analysis Meeting.

Protect your net worth with Critical Illness Insurance

Critical Illness Insurance Webinar Recording

Here is the webinar we hosted in September with Christine Wilson as our special guest where she dives into why one would incorporate critical illness insurance into their financial plan. We highly recommend that you carve out some time to watch this – especially for those of you who do not understand critical illness insurance and it is a great review for those who already own critical illness insurance. Christine dives into Best Doctors– a service that is included with your policy.


Upcoming Webinar – Capital Markets Update – October 27, 2020 at 10:00 AM

Back by popular demand, Chris Lane (Vice President at GLC Asset Management) will return as our special guest speaker at our next live webinar to provide an update on the markets. With the US elections coming up and the pandemic still taking its toll on the economy, Chris will provide his thoughts on what we may expect to see. Here’s a preview of what will be discussed.

There will also be an opportunity for Q&A so stay tuned for an email with the webinar link in the next couple of weeks. Please save this meeting link on your calendar. We look forward to having you join us for this informative webinar.

Please do not hesitate to contact us if you have any questions or if there’s anything we can do to help.

Thank you for your time and stay safe.
Dave, Kelly and Ryan