SAGEbroadview Updates & What We’re Reading on COVID-19

WORKING DURING QUARANTINE
Here at SAGEbroadview we continue to mostly work from our homes — zooming, calling and emailing with our clients and each other on all kinds of financial planning and investment tasks as well as putting the finishing touches on tax season. Larry opted to work in quarantine in our brand-new office in Farmington, CT; once you see how nice it turned out you will understand why! You can see the lobby here on our Instagram feed. Please also enjoy the pics of our at-home office ‘workers’ and some pet pics shared by our clients.

SEVEN STRONG
Danny Lester, our summer 2019 intern, finished his master’s degree in taxation in May and started full-time with us in June as an Associate Adviser. He will support our team and our clients in a similar fashion as Karina. We will add Danny to the Our Team part of our website as soon as we can get a headshot of him! Stay tuned.

READING & WATCHING
In our busyness we realize that all has been quiet on the blog front these past months. Since we continue to read voraciously as well as tune into a variety of webinars on COVID-19 and other important topics we thought we’d share a few with you below:

• David Booth on dealing thoughtfully with uncertainty (short video on Dimensional blog)
• How can investors make sense of the apparent disconnect between stock market performance and economic indicators? (Dimensional blog)
• Large and In Charge? Giant Firms atop Market Is Nothing New (Dimensional blog)
• What a COVID-19 Second Wave Means for Investors (Schwab, Jeffrey Kleintop)
• On Investing Through a Pandemic (Jeremy Siegel, professor at the Wharton School of Business, author of Stocks for the Long Run and Barry Ritholtz)
• The ultimate COVID-19 mystery: why does it spare some and kill others? (Washington Post)
• It’s Ridiculous to Treat Schools Like Covid Hot Zones (Wired)
• What Parents Can Learn From Child Care Centers That Stayed Open During Lockdowns (NPR)
• Back to School With Covid-19 Rules (WSJ)
• The Air Conditioning Effect (A Wealth of Common Sense)
• Travel Insurance: Is It Worth It? (The New York Times)
• The most common symptoms of COVID-19 (Huff Post)
• Here’s when companies are planning to reopen their offices (Huff Post)