PWM Staff share stories about working from home during COVID-19
07 May

Changing Routines under Changing Conditions: Stories from the Precision Wealth Management Team

COVID-19 has rewritten the way we live, calling for novel measures for a novel virus that has taken the world by storm. Back by popular demand, here are stories from the Precision Wealth Management team about working from home, changing routines, and finding the perseverance to continue serving clients under changing conditions.

From Tracy Levirs, Licensed Assistant/Client Service Manager …

Working from home … not something I ever thought I would be doing. It was definitely a challenge in the first […]

By
Read more...
Working from home during Covid-19
30 Apr

Advisors Tell All about Staying Home During COVID-19

Whether you live at home alone, with roommates, a partner or family, these unprecedented times call for unprecedented measures to keep safe and prevent the spread of COVID-19. Read what our Wealth Advisors have to say about working from home as they shifted gears to continue serving their clients while balancing family during these uncertain times.

From Cliff Broetz …

I start workdays looking at Overseas markets and Futures. This typically begins very early, long before sunrise. Then I plow through […]

By
Read more...