Insight Newsletter—Third Quarter 2020

October 15, 2020

In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we have made an electronic version of our Insight Newsletter available. Included in this quarter’s newsletter:

Client Letter
Tax Planning Opportunities in 2020
How We Think About Elections & Investment Decisions
Endowments & Foundations: The Value of an Experienced and Accountable Fiduciary Partner
Larkspur Office Move Announcement

View the Newsletter.

How We Think About Elections & Investment Decisions

Helpful Insights

Insight

Actions to Take in Uncertain Times

In a volatile environment like the one we find ourselves in today, and experienced just two years ago in 2020, we recognize that some investors feel as though they should make changes in their portfolios—even if just to take action.

Yesterday

Investment Perspectives

Research Update on Market Volatility

Given the renewed market downturn, fed by high uncertainty around inflation and the war in Ukraine, we want to share our most-current views and portfolio positioning with clients and followers of our research.

Investment Perspectives

Commentary from Our CIO—First Quarter 2022

In this commentary, we highlight key developments in the global economy and financial markets. The biggest macro event was Russia’s brutal invasion of Ukraine. As is our job, our focus is on the economic and financial market impact of this event. Clearly, the human impact has been devastating and tragic, and our hearts and support are with the Ukrainian people.