Broker Check
Coronavirus Update

Coronavirus Update

| March 10, 2020


I just wanted to touch base with all of our clients due to the current challenges regarding the COVID-19 virus and the impact on the economy and your portfolio.

We have worked diligently to create a long-term investment strategy based on each individual’s personal goals and risk tolerance. Through the use of diversification strategies in our client portfolios, your account performance is not that of the broad market indexes. In turbulent times such as these, it is important to carefully consider changes based on not just a short term basis but with a long view.

As China’s Premier shared yesterday, they anticipate getting back to business as soon as possible. A review of the World Health Organization update gives us a clearer picture of the successful efforts being made around the globe to curtail further spreading of this virus. Today, 93% of all cases are in just four countries.1

As always, we are monitoring the situation and will keep you informed. Stay safe and healthy.

All good wishes,

Cathy Wagner and the team at Wagner Advisory Group

1WHO Director-General's opening remarks at the media briefing on COVID-19 - 9 March 2020