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From time to time over the last six weeks, our thinking has returned to the first commentary we sent to you during this crisis: “Nothing beats good preparation.”

“The way to get started is to quit talking and start doing.” — Walt Disney

We hope this post finds all of you well and virus-free. As we study the first quarter and contemplate the reopening of the economy, Walt Disney’s words ring true.

Losing a sense of perspective is easy when hit by a surprise crisis. On New Year’s Day 2020, no one would have anticipated that dietary habits springing from ‘wet markets’ in Wuhan, China would combine with a price war over oil to halt a charging bull market. Nevertheless, that is the situation in which we…

It’s easy to lose a sense of perspective when hit by a surprise crisis. On January 1st, we did not anticipate that dietary habits in the ‘wet markets’ of Wuhan, China would combine with a price war over oil to kill the great bull market that started in 2009. Wet markets (Wuhan) + price war…

As we embark on another tumultuous week, we want to emphasize a few things to you. We are all in this TOGETHER. We consider ourselves to be partners with you, helping you make the most of your life. We’re here for you in this time of medical uncertainty and financial turmoil. Accordingly, we want to…

As we close out a tumultuous week, we wanted to reach out to address the current volatility in the markets and to let you know our thinking and thoughts moving forward. Nothing beats good preparation. Our focus on risk when structuring your accounts, before the current volatility, will help the accounts weather this storm with…