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Zurbriggen Financial

239-395-3520


Looking back at 2020 while looking forward to 2021

| January 07, 2021
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2020was a year a lot of people would like to forget.


While the Novel Coronavirus (Covid) destroyed lives and business, we made strategic changes in our clients’ portfolios in the beginning of April. We harvested capital losses and repositioned our models to what we believed would correct the quickest as well as protect from further losses. These changes made in April and the ones we made again in September and October not only recovered the Covid Crisis market-based losses, but ended the year with gains: 23.6% in our Advisor Directed Growth Model, 20.1 % in our Advisor Directed Growth and Income Model, and 15.2 % in our Balanced Model!


There is now a Covid vaccine and the outlook for the year of 2021 is bright for the financial picture we see. Political changes always affect the coming years and we will be making changes again to reflect what we believe will help you reach your financial goals and objectives in our models. We diversify your account by using managers who have great track records: doing well in good markets and not decreasing as fast in bad markets. By having an asset allocation in your account that meets your long term goals and objectives, our firm does all we can to help minimize the natural volatility of the market. 


Evette and I both survived Covid in 2020; Kyle, Elisabeth, and baby Claire stayed healthy; and our son Derick quarantined with us and remained Covid-free, which was a true miracle! Our family was blessed with time together during the Covid crisis. We are saddened by the loss of 3 of our clients in 2020, 2 of which from Covid-related complications.
Last year, we focused on what was most important for us - our faith, our family, and our clients - and we plan to do the same for 2021.


Thank you to all of our clients who we consider part of our family and may 2021 be a better year than 2020 for us all!

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