The first quarter of 2020 has come to a close and wow has it been a wild one. We are hoping you all are staying healthy and safe during these difficult times. We are here for you, working hard for your finances and doing our best to stay healthy. Hope you enjoy our updates! Look for our quarterly Triangle Times in the future. Want to stay in the loop more often? Follow us on Facebook, LinkedIn or Website to find current update resources and stories.
Triangle’s Action Plan for COVID-19
The outbreak and response to Coronavirus Disease 2019 (COVID-19) is new for all of us. We at Triangle are doing our best to continually be up to date and aware of what is going on in the markets as well as in our state and city. At this time, there is no known immunity to the virus, therefore the actions we take can impact the vulnerable populations and reduce potential spread of the virus. We at Triangle took the time to set up a plan of action to better serve our clients.
Triangle’s Plan of Action:
- All of our staff are set up to work remotely and will continue to be able to provide you with service, provided the health of our staff is well.
- All appointments with Kendra, Lindsey and Jessica are now virtual only. We have two options to meet virtually, through Zoom meeting OR via phone call.
- This is temporary and we are confident we will make it past this.
As always, please look for emails, follow us on Facebook and check our website to stay posted on what we are doing. We wish you wellness, and we are here for you.
The CARE act that passed on Friday changes some IRA & Retirement plan rules! Including no RMD requirement for 2020, extension of IRA contributions to July 15 and waiver of some penalties from retirement plans. Check out this link to learn more:
Read more on Forbes
We are experiencing some of the most dramatic days in the financial markets in recent history. Here are key data points from the recent market movements well as key investment fundamentals to remember as we navigate through this volatility.
Read more on Market Volatility
Congress passed the SECURE Act at the end of 2019. One provision will help small businesses offer employees a retirement plan.
Read more at Yahoo Finance
Recent Events at Triangle
“Celebrate Good Times” Event
On January 21st, we held our annual Triangle Financial dinner. It was held at the River Center in Des Moines. There, we premiered a video to the guests that were in attendance. Please take a moment to enjoy the video by clicking on the link below.
Our team continues to be strong and flexible during these uncertain times. It is with a heavy heart that, I want to share a change to staffing. Due to unforeseen circumstance, Miaja has decided to focus on her studies and no longer able to work. For us, her presence will be greatly missed as her contribution and passion was so influential to our business. I know she enjoyed connecting with so many of you. We are currently picking up with more hours from the rest of the team for right now. We do expect to look for a para planner when the virus has passed. Change is certainly life and we chose to grow because of it.
What’s happening in our lives…
With our family at home we have gotten in a work/study routine that offers frequent stretch and snack breaks. We are finding ways to support our favorite local small businesses with one of our favorites sending out cards & little gifts. We just set up a Zoom Conference call for Easter for the whole family! So, we can virtually eat together for the holiday. Here is to finding joy in new ways!
Adjusting to working from home with a preschooler and a toddler has been a challenge, but we are enjoying spending more time together & finding ways to celebrate birthdays and holidays with friends and family. We’ve been enjoying the nice weather with long family walks and lots of backyard play time! I hope you are able to enjoy the nice weather too!
In addition to serving clients and juggling new homeschool responsibilities, I am currently enrolled in the Certified Private Wealth Advisor® program through The University of Chicago BOOTH School of Business with expected designation in July.
Aurora has been adjusting to working from home with her 2.5-year-old daughter. Thankfully, she is serenaded with Frozen I or II songs daily, and has a whole new collection of art pictures hanging on her fridge. A couple times a week, Aurora is able to take her daughter on an adventure to pick up mail for Triangle, and get some fresh air outside of the house.
Securities and Advisory Services offered through Harbour Investments, Inc. Member SPIC