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Q1 Quarterly Client Update

This time last year, we were all forced to make drastic changes to our everyday lives — working from home, acting as educators to our children and grandchildren, and settling in for the unknown long-term. Fortunately, there is finally optimism and a shred of pre-pandemic normalcy.

March Madness Lessons for Risk, Ratings, and SPACS

March Madness is here, and it’s one of my favorite times of the year. Although my team, the University of Arizona Wildcats, will be missing the tournament because of a self-imposed postseason ban, I’ll still be spending my free time in the next few weeks, glued to the games.

Building a Lasting Client-Advisor Relationship

Valentine’s Day is around the corner, and celebrations will look extremely different this year. Instead of a romantic getaway, you may be taking a virtual vacation! Instead of going to a favorite restaurant, you’re making dinner at home or ordering takeout to share with the kids. In any relationship, flexibility and understanding are essential when you encounter new situations, and the pandemic has reinforced the importance of working with those you trust most.

Q4 Quarterly Client Update

The year 2020 will forever be marked as the year of COVID-19; a virus that saw more than 20 million infected and took more than 300,000 American lives; more than 1.5 million around the globe; a pandemic that forced the entire world to shut down. This virus is still impacting our lives and infecting more than 200,000 every day. Recent vaccine developments finally offer some light at the end of the proverbial tunnel and reasons for optimism.