Robin Hood: Kindly let me pass.

Little John: Uh, no. Sorry, but a toll is a toll, and a roll is a roll, and if we don’t get no tolls, then we don’t eat no rolls.

[Proudly]

Little John: I made that up.

Robin Hood: It’s very fascinating. But I’m afraid I’m going to have to hurt you.

One thing about the film, Robin Hood: Men in Tights… Little John has a point.

He understood that a transaction needed to be made to provide food for his small community. They created a plan and then trusted the plan. They kept doing the same thing no matter what, to achieve their goal.

You’ve already likely experienced an emotional rollercoaster ride as you’ve watched the news. The good news is that Money & Clarity is here for you. We have been keeping a close eye on the market and the effects of the coronavirus pandemic.

We have some important updates that we’d love to share with you. Fresh ideas that can work with your current investment strategy.

Our goal is to reassure you regarding your investments. Now is the perfect time to schedule an appointment with us to receive a portfolio analysis. We’ll revisit your strategy and make any necessary adjustments so you can stay on course for your retirement needs.

Why not give us a call at 513-563-PLAN (7526) or book online today? We’ll give you the sound financial advice you need.

Regards,
Nikki Earley, CFP® & Dan Cuprill, CFP®

P.S. Tomorrow I’ll share a tidbit from America’s Greatest Pastime!

P.P.S. To learn the steps you can take to protect and even capitalize on recent investment volatility in light of COVID-19, check out my webinar.