The Latest
Virtual Toy Drive. Our annual Holiday Magic Toy Drive has gone virtual this year! Please
consider donating unwrapped toys for distribution to needy and unhoused
children in our community. This year, we’re partnering with Employment
Connection—a registered 501(c)(3) that has been operating for over
40 years.
In light of the global health pandemic, we ask that you donate directly
to Employment Connection via the Amazon
and Target
wish lists we created. Thank you for considering supporting our virtual Holiday
Magic Toy Drive—we couldn’t do this without you!
Election.As of the time of this writing, it remains to
be seen who will occupy the White House in the New Year. No matter how this
election finally concludes, economists expect U.S. equity markets to sustain an
elevated level of volatility in the near term. Read SEI's
commentary on what's happening in the 2020 election story, as
well as why they are not making immediate changes to their portfolios
based on the election outcome.
Meetings.We are hosting all
client meetings by phone and online, with no onsite meetings at our offices.
Before your meeting, we will email you a link (so we can screenshare our
presentation) and copies of your latest reports. At the time of your meeting,
we will call your primary phone number, so please let us know if your preferred
contact number has changed.