The Latest
Newsletter. Check out this week’s newsletterin our
refreshed format.
Volatility. If you missed our recent email regarding market
volatility, you can read more about our takeon the economy and our long-term
investment strategies.
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.
Protection. Read our recent emailfor device cleaning
tips to prevent the spread of germs, the newest scam watch list, and a video summarizing
what SEI is doing to protect your sensitive data.
Taxes.Please remember that, even during a pandemic,
taxes come due. This year’s tax deadline is July 15.Please contact our office right
away if you need our assistance with finding statements, 1099s, etc.