Entries by casey

Client Letter: September 2020

September 3, 2020 Dear Valued Investor,  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 because of COVID-19. […]

Client Letter: August 2020

August 6, 2020 Dear Valued Investor,  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 human trials, and the chances of an […]

Client Letter: April 27, 2020

 April 23, 2020  Dear Valued Investor,  “Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach  As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it. Continued sacrifices range from everyone in the medical […]