Perpetually Looking Forward

Simon Quick Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. “It is an honor to be recognized as one of the top firms in our industry by a major business publication,” said Chief Marketing Officer Darcy O’Brien. “This recognition speaks to our team’s dedication and our commitment to providing an outstanding experience for our clients.”

It was only a short quarter ago when we wrote about the collapse in prices for risk assets as the world came to grips with the devastation that COVID-19 would have on the global economy. I recall sitting in my makeshift office/bedroom watching the Dow violently swing hundreds of points into the red as Governor Cuomo interrupted my regularly scheduled Bloomberg programming to provide the latest update on spiking hospitalization rates and the inversely correlated availability of PPE and ventilators. The sirens of passing ambulances were the only thing I’d hear outside my window on an otherwise deserted street for weeks. Lysol disinfectant, 3M N95 masks, and Charmin Ultra Soft were the new precious commodities being traded on my Facebook groups.

Almost half of Americans say running out of money in retirement is their number-one fear.[1] Their second biggest fear is declining health. Although these two fears may seem independent, they’re actually related. The state of your health in retirement can be a major determining factor in how long your money lasts.

If you’ve worked at multiple companies throughout your career, you probably have accumulated several different retirement accounts. You may even have so many accounts that it’s hard to keep them all straight.

In this call recording, Simon Quick CIO, Christopher Moore, Head of Investment Research, Wayne Yi, and Head of Financial Planning, Bill Lalor, discuss the market downturn in light of the coronavirus. Please feel free to reach out to us with any questions.

What's new at Simon Quick Advisors?

In this call recording, Simon Quick CIO, Christopher Moore, Head of Investments, Wayne Yi, and Head of Financial Planning, Bill Lalor, discuss the market downturn in light of the coronavirus. Please feel free to reach out to us with any questions.

In this call recording, Simon Quick CIO, Christopher Moore, Head of Investments, Wayne Yi, and Head of Financial Planning, Bill Lalor, discuss the market downturn in light of the coronavirus. As referenced during the call, please be sure to read our first quarter market newsletter! Please feel free to reach out to us with any additional questions.