Currents Fall 2020

  • May 06, 2021
  • Currents Newsletter
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As this edition of Currents goes to print, it is hard to believe we are in our sixth month of the coronavirus pandemic in the U.S. As you likely know, we are working remotely (as we have been since March 16th) and, for the most part, it has been a relatively seamless transition. This time has been stressful for most from both a physical and emotional health standpoint, and many have seen an impact on their work, financial wellbeing, and social relationships. We hope this issue of Currents finds you and your family safe, healthy, and coping well during this uncertain time. We are grateful to be able to work with you through this time, to hear your stories and concerns, and to connect with you on a deeper level than ever before.

Like many of you, our work hasn’t paused. COVID-19 has had a huge effect on the economy and impacted the markets sharply in the first half of this year. This issue of Currents features two investment articles that are particularly relevant in this context. One presents an update on how sustainable (or ESG) investments have fared during this period of market stress, and the other looks at portfolio protection strategies in times of market volatility. We have also included a reprint of an article authored by Lis Zimmerman, recently published at, regarding how doctors can take care of their financial health in a tumultuous time.

Clearly, we are still in the midst of a storm of unknowns in terms of the pandemic, and we expect continued uncertainty over the coming months. As you read this, we are contemplating plans to safely return to the office in the fall. We miss each other and we miss seeing all of you! In the interim, if you have suggestions on how we might continue to raise the bar on how we are communicating and engaging with you, please don’t hesitate to reach out. We thank you for your confidence and trust.

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