A monthly newsletter brought to you by Treece Financial Group | # 68 | Early March 2020
Holistic | Welcoming | Advocacy-Oriented Financial Planning
Coronavirus poster graphic
Recent news surrounding the coronavirus has shaken investor confidence over the past few trading sessions.

Several of my clients have contacted me with concerns about how the  global spread of the coronavirus  may affect their financial portfolio. With the 24-hours news cycle focused on the disease and countless social media posts and articles offering information and advice that may or may not be accurate, discerning how to best  protect your personal physical health —as well as make decisions regarding your investments—during this period of uncertainty can be difficult.

Don't Panic
My first words of advice to everyone— regarding both your physical and your financial health—are "don't panic." While markets move up and down for many reasons, take a deep breath and step back to scrutinize the information (or misinformation) you're receiving to ensure you are making the most thoughtful decisions.

In the words of Timothy Brewer, a professor of epidemiology and medicine at UCLA’s Fielding School of Public Health and its David Geffen School of Medicine from a recent  Washington Post article , “There’s no value in panicking or telling people to be afraid. Don’t let fear and emotion drive the response to this virus. That can be extremely difficult because it is new, and we’re still learning about it, but don’t allow fear of what we don’t know about the virus to overwhelm what we do know.”

That's good advice as we not only consider how our day-to-day lives may be affected by the virus, but also as we consider how financial markets are reacting to it, including...

Our Miami Shores Brockway Library Seminar Series Begins Thursday March 12th, 6:15-8 p.m.
Click below for details and to register...
The SECURE Act & New Retirement Rules

The SECURE Act is the biggest retirement-related legislation in over a decade. New savings and tax planning opportunities demand everyone's attention. Join Miami Financial Planner David Treece for an informative community-based seminar to learn...

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The Taxman Cometh ...
Access key tax deadline dates, forms, IRS publications, and tax strategy advice here courtesy of Treece Financial ...
"Dirty Dozen" Tax Scams to Watch For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ Using your personal information, an identity thief can file a fraudulent tax return and...

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