News and Thoughts
Pandemic Letter
Tuesday, March 31, 20200 comments
Here is a letter I've written for clients, and anyone who needs some re-assurance at this time. Please feel free to share, my door is always open, even if now it's a virtual one!
Continue Reading...Client Portal Update
Friday, October 18, 20190 comments
We would like to inform all of our clients that you have received, or will receive shortly, an email that discusses the new portal that will be available within the near future. We are very excited […]
Continue Reading...Some Outside Perspective
Wednesday, February 6, 20190 comments
In an earlier post I mentioned a client that reached out to me with a question about the market volatility. The events in the markets that transpired in the last quarter of 2018 shook a lot of people […]
Continue Reading...The Future of Underwood Financial
Sunday, January 6, 20190 comments
We discussed some things that aren’t changing at Underwood Financial – namely how we continue to put the needs of our clients first. There are changes happening though, and they are happening at a […]
Continue Reading...Volatility Sparks a Question
Monday, December 3, 20180 comments
I had a client email me in the fall enquiring about the drop in his accounts. He wasn’t panicking, just wanted to touch base with me to make sure that regular contributions still made sense, given […]
Continue Reading...25 Years Old!
Thursday, November 1, 20180 comments
2018 was a big year for Underwood Financial as we turned 25!!! Shirley Underwood started in the business in 1993 and began building the business into what it is today. She incorporated and joined […]
Continue Reading...Please share
Recent Posts
- Pandemic Letter
Tuesday, March 31, 2020 - Client Portal Update
Friday, October 18, 2019 - Some Outside Perspective
Wednesday, February 6, 2019
