Thank you to all of our clients for continuing to put your trust in us and for all of the kind words of support as we navigate the new realities together. Once again we are gratified by you, and comforted knowing that we are backed by the excellent technology and independence granted through our affiliation with Commonwealth.
Working from Home
Your team at IEM is open and ready to help – even across ten cities in two states, where we’re physically located right now. Other than meeting virtually by phone or video conference, you shouldn’t notice much difference. No matter where you are in your financial journey, now is a great time to have a holistic review of your finances and reassess your goals. We are here to help you make educated decisions and find opportunities during this difficult time, so please call or email if we can be of any assistance to you and your family.
IEM Communication, Insights, and Resources
See our Facebook and LinkedIn pages for more relevant articles and content about working from home, market updates, and more during this time.
Weekly Newsletters:
- 3/5/2020: 10-Year Treasury Bonds
- 3/11/2020: Items to Consider
- 3/19/2020: Opportunity: Tax Loss Harvesting
- 3/27/2020: 1st Quarter Updates and Commentary from IEM
- 4/2/2020: Do You Need a 20 Minute Call to Strategize Your Next Steps?
- 4/10/2020: The Coronavirus and Your Family: Will This Make Us Better?
- 5/6/2020: Very Special Thank You to IEM Clients!
Insights:
Coronavirus Update from Commonwealth CIO Brad McMillan - May 15, 2020
Market Volatility during COVID-19 by Charles Stewart
5 Things to Know About Your Finances during COVID-19
Zoom Check-Ins and Strategy Sessions
Your team at IEM is open and ready to help – even while social distancing in ten cities across two states, where we’re physically located right now. We are reaching out with phone or Zoom calls to check in with you, strategize on your next steps and also continue with full financial check-ups.
Don't know how to Zoom? Don't worry! Ebenezer and Gretchen from our team will help get you connected - step by step. The IEM team understands that things are rapidly changing in response to the pandemic. We want to make sure you feel comfortable reaching out at any time, so please do call or email if we can be of any assistance to you and your family. If you’d like assistance, please email us at iem@integratedequity.net.
Thank You
We want to give a special thank you to all of the front line workers out there – including many of our healthcare professionals and their families. We are grateful to those who continue their work and put themselves in harm's way in order to ensure the safety of others.