Our Newsletters

Third Quarter 2020 Newsletter

While we work through this public health crisis as a nation, it is important to remember that people who keep a focus on their investment strategy and personal investment policy should be able to recover to a position of strength. They are far less likely to make knee-jerk reactions in a dropping market. There is always a place in investment and portfolio management for when new facts present themselves and plans need to be amended. As we continue through this current period and ultimately emerge from this crisis, we are looking for those next investment opportunities which can help improve the lives of people and our planet. There is good that can come from this, and I am determined to find it.

Topics We Discuss

In this quarter's newsletter, we discuss: the CARES Act, sustainable investing, the role of women as difference-makers, and the addition of Jamie Ehrenthal, Registered Client Associate, to our team.