Broker Check

Presidio Wealth Management Quarterly Market Review: Summer 2020

July 08, 2020
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We are happy to provide the Quarterly Market Review newsletter from our firm, below is a copy of the first page. Please click the hyperlink to view the full document.       
It is normal to feel anxiety over the current market volatility. We are here to help!  Please reach out to our office if you need to discuss your financial situation.
Parker Christiansen 
CEO / Wealth Advisor 
Presidio Wealth Management
  
P.S. Please feel free to forward this commentary to family, friends, or colleagues. If you would like us to add them to the list, please reply to this e-mail with their e-mail address and we will ask for their permission to be added.
Important Disclosures:
Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc., and Presidio Wealth Management are not affiliated with Triad Advisors. This email and any attachment are solely for the use of the intended recipient (or an authorized agent of the intended recipient). This communication may contain information that is proprietary, privileged, confidential or otherwise legally exempt from disclosure. If you have received this email by mistake, you are not authorized to read, print, retain copy of disseminate it or any attachment. Please notify the sender by reply email and delete this message and any attachments from your computer system. 
 
Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser.  This article is intended to be a general commentary on market conditions and is not investment advice.  Every individual's situation is different.  Therefore, if you would like individualized advice for your situation, please contact us. 
 
To ensure compliance with applicable Internal Revenue Service regulations, any tax advice contained in the email was not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. 
 
Please note that all trade orders are not accepted and are not acted upon by email, facsimile, voicemail or with unlicensed personnel. All orders must be communicated personally to your representative.