In 2Q, unprecedented fiscal relief prevented the U.S. from spiraling into a depression. In 3Q, that support faded & the economic bounce stalled. In 4Q, without additional fiscal action, the economy is at-risk of turning down again (Fig-1).
3Q20 Review & Strategy Update
- Patrick B. Rien, CFA
- October 15, 2020
Our Principals
Truth
Seeking truth to better inform our decisions and better serve our clients.
Integrity
Honesty & diligence are the foundation on which we build our relationships.
Focus
Listening with intent to understand our clients' needs to achieve their goals.
Excellence
Critical & objective evaluation of our positions to reach beyond the standard.