News & Events

The equity markets have taken investors on a wild ride in the 1st half of 2020. The historic sell off in March erased over $5.3 trillion in market value from companies in the S&P 500. Yet this dramatic fall was mirrored by an equally historic move to the upside as stock prices rebounded significantly in […]

In late February and early March, as the coronavirus began to garner widespread attention manifesting in the most rapid decline of the equity markets in history, we wrote to you about the need for investors to remain disciplined and focused on the long-term objectives of your portfolio. The vast majority of our clients followed our […]

As we begin the 2nd Quarter of 2020 we face a moment of crisis. The economy has been under tremendous pressure in the face of the global pandemic and our country’s response. This is a moment when all of us take stock of what is truly important to us and in that context we hope […]