Pondering 2020 So Far

July 20, 2020 Pondering the year 2020 so far is exhausting, and probably a little disorienting too. Many adjectives could apply given the mixed and ever-changing messages with regard to just about everything, coming from everywhere. Financial markets have only added to this heightened level of confusion for most people as the stock market initially … Continued

Understanding the Side Effects of Working from Any Home

July 14, 2020 For those fortunate to have jobs that allow working remotely, the transition to working from home (WFH) during the COVID-19 shelter-in-place has been relatively seamless. Granted, those with children at home, especially small children, have graduated to an Olympic level of multitasking. But given the risk to public health, WFH life has … Continued

The Opportunity for Expanded Client Offerings and Technology Solutions

April 29, 2020 As the realities of the coronavirus pandemic settle in for the business community, conventional wisdom is forming that the operating environment will be forever changed. While it is likely true for financial services generally, and wealth management specifically, that things will never be the same again, the virus and the social distancing … Continued

Navigating Uncharted Territory

April 28, 2020 In stark contrast to the strong economic trends that were in place earlier this year, the threat of COVID-19 and the corresponding government response to effectively stop all business activity, except essential services, has resulted in a deep global recession. GDP in the U.S. is projected to decline significantly in both the … Continued