Summer 2020 Team Update

Checking-In: Winter 2021

Winter 2021 Team Update – As we put 2020 in the rear view, the new year rolls in on waves of hope. Hope for a successful rollout of a COVID vaccine, hope for those currently unemployed to return to their jobs and hope for our kids to safely return to their classrooms. While we still have some lingering business to attend to from the old year, the new year brings the potential of containing the virus and allowing our economy to begin to recover and re-open.

Summer 2020 Team Update

Checking-In: Summer 2020

Summer 2020 Team Update – As Summer wraps up and transitions into Fall, we’re all looking forward to some relief from a hot, dry several months that has led to devastating wildfires. While kids kick off their new school year from the comforts of home, leaves have begun turning and cooler weather has begun to roll in. As we ramp up another election season, the markets will try to make heads or tails of the uncertainty that it brings. Meanwhile, we continue to meet with lots of new clients while working hard to further the planning and investment goals of everyone we work with.

Checking-In: Spring 2020

Checking-In: Spring 2020

Spring 2020 Team Update – With Spring in full effect, we continue to work through understanding our new normal with bated breath. During these unprecedented times, we are grateful for the continued trust and confidence that our clients place in us. As Summer approaches, we all look forward to the days of once again having the ability to sit down with our clients, face to face.