The views expressed in these posts are those of the authors and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Eaton Vance are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.


Topic Category
The article below is presented as a single post. Click here to view all posts.

By David RichmanNational Director, Eaton Vance Advisor Institute

A few weeks ago, we were in a socially distant visit with one of our sons, his wife and their three children. We were outside on their deck admiring our newest addition to the family, celebrating our granddaughter's one-month birthday.

This moment led me to reminisce about her gender reveal party. This dance down memory lane included a vivid mental picture of my wife, our other children with their families, my daughter-in-law's family and me present on the same deck. Only one major error.

My wife, son, daughter-in-law and even our eldest grandson, a wise 5 1/2-year-old, all banded together in unison to correct me: "You weren't here. It was a Zoom party!" It took me several minutes to realize they were correct.

Thanks for sticking with this story. Those of you who know me are likely familiar with my practice of only sharing stories that serve a purpose. What is my purpose? The underlying thought is for you to reflect on what you are doing to make your virtual get-togethers special. My thesis? The more special the experience, the more likely the faded memory will be almost as good as if you were actually elbow to elbow and eye to eye.

The reveal party included a cake to be cut into with the surprise pink icing. The excitement of sharing the moment made it somehow turn into such a special memory despite Zoom fatigue. Imagine what it might have felt like if a cake was delivered to each of us so we could have done the "reveal" together in harmony.

Bottom line: Keep thinking outside the box. Maybe it is as simple as sending clients their favorite coffee to be enjoyed together during your virtual year-end morning meetings. Maybe it can be almost as good as being there.