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Opportunities During a Crisis

March 26, 2020

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Some of you have already been practicing social distancing for the past week. For those of you who have just started, welcome! These are wild times. We’ve never seen anything like it. Day to day, we are experiencing a wide range of emotions. It’s important to plan appropriately and not panic, especially when you’ve watched such a drastic decline in your investments. Believe it or not, there are opportunities during a crisis. In order to stay in the long game, it’s good to take advantage of them now.

Topics of discussion today:

· Can I use the income tax deadline to my advantage?

· What are the new IRA contribution deadlines, and can they help me?

· Is now a good time to convert my Roth IRA?

· What if I had planned on retiring this year?

We’ll be on the air LIVE and ready to answer your questions this week. Now, more than ever, we are here and we HEAR you.

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1105 E. Eighth St.
Traverse City, MI 49686

231-947-3992
Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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