Client Letter

Client Letter | A Unique Economic Situation | April 8, 2020

Dear Valued Investor: These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United States. As the war against COVID-19 wages on, we continue to be inspired by the tremendous bravery shown by healthcare workers...

Client Letter | A Test of Our Resolve | March 24, 2020

Dear Valued Investor: The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly, nearly every person on Earth. This is far more than just a health crisis—this is a human crisis. Its fearful wake will...

Client Letter | A Clear Vision of Financial Goals | March 18, 2020

Dear Valued Investor: Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost. Global economic growth has been...

Client Letter | Managing Volatility | March 13, 2020

Dear Valued Investor: Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. Thursday’s nearly 10% decline in the S&P 500 Index was one of its worst days in history and the...

Client Letter | COVID-19 and Oil Prices | March 9, 2020

The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of events is testing investors’...