Greetings all – Happy Friday and Happy 4th ! We hinted that we’d found someone special when we announced Sheryl’s retirement last month. Well, it’s official, we are now thrilled to welcome Amy Burry to the team and introduce her to all of you! Amy brings passion and drive to the task of caring for clients,…

It’s not often someone like Sheryl comes along. Just over five years ago we had the good fortune of her joining the team and boy are we grateful she did. We had the privilege of being the last stop on a career filled with professional accomplishment and stellar care for clients. Next month, she will embark on her…

On Tuesday of this week, there were 30 million posts on Instagram with the hashtag #blackouttuesday, an encouraging display of solidarity in the midst of much division. We’ve also of course witnessed plenty of unrest & turmoil over the past ten days which we know amplified an already challenging and unsettled environment for many of…

We recently sent a note about embracing innovation highlighting a few of the ways we’re working to get better for clients. It’s a commitment we take seriously and there’s much work to be done to make sure it happens. That’s why we’re excited to welcome the newest member of the Tschetter Group team, Rick Lee.…

Last week during Microsoft’s quarterly earnings call, Microsoft CEO Satya Nadella suggested that the world has seen two years’ worth of digital transformation in two months. Tough to know for sure if he’s right, but it rings true. We’ve likely all experienced this acceleration as we try to stay connected to others in new ways with quarantine…

Good Thursday morning! Another week and much more we could say, but we’re mostly writing to wish you a happy Easter. To say it’s been an eventful past seven weeks would be an understatement to say the least. The pace and scale of global change is unprecedented and the way we’ve felt and experienced it is on…

Happy Friday! Last week’s letter came just before Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The full text  is nice light reading at 335 pages. Not likely many of us have added this to the bedside table yet, but we’re guessing you’ve seen plenty of news and takes on it over the past week. Again, we’re…

Good morning! Last week, dinner tables—this week, metabolism. The broad scientific definition of metabolism is a set of processes within a living organism that occurs in order to sustain life. For us, we usually refer to the word as how our bodies turn food into useful energy and we’ve been stuck on this idea as a helpful analogy to…

Greetings and Happy Tax Season! Maybe not the most fun topic of the year but we wanted to take the opportunity to help you ease into the season by offering a few tips and tax updates you may want to consider. There were several updates to the 2020 Retirement Savings Laws (SECURE Act) that we wanted…

Our bodies are a wonder; a delicately balanced mix of interconnected systems that help us navigate the world around us. One example is the stress response system and we thought it might be fun to dive in to see what it can teach us about successful investing. Hang with us, we promise we’ll bring it around. When…