Client Letter | Back to School in a New Way | September 3, 2020

Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to school carries unique concerns...

Client Letter | Positive Territory | August 6, 2020

The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health Organization, 27 vaccines are in...

Client Letter | Midyear Outlook 2020 | July 14, 2020

We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy. That’s why...

Client Letter | Fourth of July Optimism | June 30, 2020

The July Fourth holiday will be very different this year. Although we hope you enjoy time with family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the picnic table. We continue to believe...

Client Letter | Bumps in the Road | February 6, 2020

The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst for a potential sell-off became more difficult after the...