April 22, 2020

First Quarter in Review and What is Next

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The past month has been challenging as we see COVID-19 near its peak in certain areas around the country. Those on the front lines are inspiring us all, from the medical and health community to the grocery store workers and delivery drivers. As we adjust to this new normal, we’re also seeing how this plays out in the economy and the markets.

Below is a featured Market Review, First Quarter in Review and What’s Next, from Integrated’s Chief Investment Officer, Dr. Rob Brown, PhD, CFA.



If you have any questions about this market review or how we can help you with your own plan, please contact us today. Wishing you and your loved one’s good health during these uncertain times.

BROUGHT TO YOU BY:

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Joshua J. Bodenstadt, CPA
Partner
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050 x2045
josh@dkllpcpa.com

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Kristopher Lindley, CFP®
Private Wealth Advisor
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. Joshua J. Bodenstadt is a solicitor to Integrated, compensated for solicitor services. Joshua J. Bodenstadt does not provide investment advice. Joshua J. Bodenstadt is not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Financial Partners and LPL Financial do not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation.

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