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January 11th, 2021 Dear Client/Prospective Client: The year 2020 we will never, ever forget. History is being written for our children’s children. The stock market started out strong the first few months and then we entered the pandemic we all now recognize as COVID-19. This carried on through-out the year and several hundreds of thousands of people have now died. That is very tragic, and our hearts go out to those that have become sick or lost loved ones. The good news is several vaccines have been created and begun to be distributed in unprecedented, extremely fast timelines. Mask-wearing has become expected and demanded in most public places by mandate. In youth sports many states are now requiring these young ...

October 12, 2020 Dear Clients/Partners/Prospects: What a strange summer it was in 2020. The pandemic continuing to run wild in some areas with surging cases, people trying to figure out whether to leave the house or even consider road trips for vacations, and the in-school learning vs. virtual learning experiment starting for many working households with children this fall. Tough times for many, many families with both concerns for finding gainful employment and questioning the rationale of safety measures to go back to an office setting. Working from home was going to be a temporary working scenario for many corporations and employers but it may be longer term or permanent. As many adapt to this ‘new normal,’ commercial building owners ...

July 6th, 2020 Dear Client/Prospect: Well, we have certainly entered some new times. A fast-moving global recession seemed to be coming quickly, staggering high unemployment in a matter of months, the COVID-19 pandemic causing hysteria and sometimes continued ignorance, and a stock market that fully-recovered from the March 23rd low in the 2nd Quarter. That is, if you happened to stay the course. Quite a lot to stomach and quite remarkable from a market analysis. I don’t think anyone thought it would recover that fast and it’s tough to separate emotions or discomforts or unknowns from long-term investment strategies and trusting what got you here. I’m empathetic but also stoic in the hope that we will be stronger, smarter and ...

April 2nd, 2020 Dear Client/Prospect: What a difference a quarter makes. After a promising 2019 and start to 2020 the markets have dropped tremendously due to the coronavirus and COVID-19. Last week we had a nice double-digit bounce-back, but the volatility has continued this week. We’ve seen both a lot of panic but also a lot of fateful ignorance in recent weeks due to the outbreak. It’s tough to turn on the news day after day while confined to your homes (in many states) and see all the negative and alarming news with this pandemic. It is real though! With that being said, I think it’s important to provide some perspective on other pandemics and global crises. • Swine Flu-active ...