With so much uncertainty surrounding the COVID-19 threat and possible shelter-in-place mandates, we want to share with you the steps we are taking to help slow the potential infection rate in our community while continuing to care for our clients.

We are committed to the well-being of our clients and teammates. As such, we are cancelling in-person meetings in our office but remain open for business and available for telephone and video conference meetings through our computers, mobile phones, GoToMeeting, and more.

As we previously communicated, we have a business continuity plan that can be put into effect in the event of a business disruption. This plan has been tested and proven to successfully allow us to continue our operations and to fully serve our clients remotely. Currently, we have our teammates on a weekly rotation, each alternating between in-office and remote work. Maintaining separation of our staff mitigates the risk of infection for all of us.

Please know that we are here for you. As always, we can be reached through e-mail and telephone without interruption.

Our thoughts are with all of you as we navigate these unprecedented times. 

All data sourced from Morningstar Direct unless otherwise noted.  The information published herein is provided for informational purposes only, and does not constitute an offer, solicitation or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. The appropriateness of an investment or strategy will depend on an investor’s circumstances and objectives. These opinions may not fit to your financial status, risk and return preferences. Investment recommendations may change and readers are urged to check with their investment advisors before making any investment decisions. Information provided is based on public information, by sources believed to be reliable but we cannot attest to its accuracy. Estimates of future performance are based on assumptions that may not be realized. Past performance is not necessarily indicative of future returns. The following indexes were used as proxies in the performance tables: Global Stocks = MSCI ACWI; U.S. Large Cap = S&P 500; U.S. Large Value = Russell 1000 Value; U.S. Large Growth = Russell 1000 Growth; U.S. Small Cap = Russell 2000; Int’l Dev Stocks = MSCI EAFE; Emerging Markets = MSCI EM; U.S. Inv Grade Bonds = Barclays U.S. Aggregate; U.S. High Yield Bonds = Barclays Corporate High Yield; Emerging Markets Debt = JPMorgan EMBI Global Diversified; Int’l Bonds = Barclays Global Treasury ex US; Cash = 3month T-Bill; Sector returns displayed in the chart represent S&P 500 sectors, while treasury benchmarks are from Barclays.