The Good Life | September 2020
As August has come to a close most of our staff returned to the office earlier in the month while some continue to work from home due to the current circumstances. Client meetings are currently being held 100% online or via phone - whichever is preferred - to keep everyone in good health.
Labor Day
In observance of Labor Day, Monday, September 7 our office will be closed.

Did you know Labor Day was created by the labor movement in the late 19th century and became a federal holiday in 1894?

We’ve reached that point in the election cycle where I've started getting questions, from both sides, about the effect of the upcoming election on the markets. “Surely,” the question goes (and note that it is not really a question), “if Candidate X wins, the market will tank for the following reasons . . .”

There were similar questions during the last election cycle. You may remember the predictions of doom if Trump were to win. You may also remember the election before that, with the predictions of doom if Obama (the socialist) were to win. Yet, in both cases, the markets did quite well. Despite the very real fears, the markets managed to move upward with both.

McCarthy & Cox Charity Golf Outing a Success

Held on August 20, 2020, the 8th annual McCarthy & Cox Charity Golf Outing was a huge success. Although COVID-19 brought about some changes for the event this year the weather for the event was beautiful. Through many generous donors, this year’s outing raised a record-breaking $22,965 for two charities; The McCarthy & Cox Cares Fund and The Elizavèta Fund, both of which are housed at the Union County Foundation.

The McCarthy & Cox Cares Fund was founded in 2013 by Tom McCarthy & Jim Cox to assist seniors, youth, and emergency needs in Union County. To date, the Fund has donated more than $43,000 in the community. The Cares Board consists of five current McCarthy & Cox clients who independently review grant requests from the community. For more information, visit

The Elizavèta Fund was founded in 2014 by Jim and Faye Cox to help families with the financial burden of adoption costs. Jim & Faye adopted their daughter, Caroline Elizavèta, from Russia back in 2011. Throughout that process, they came to realize the financial and time commitment that adoption requires and decided to seize the opportunity to help others with the undertaking. Over the years, the Elizavèta Fund has granted over $65,000 to assist 16 families, aiding in the adoption of 17 children - with at least two more on the way. For more information, visit
Client Corner
August marked the month where lots of kiddos headed back to school - which may look different for many in 2020.

Every month we want to feature a photo from one of YOU in the Client Corner. Send your photo to:
Don't forget to connect with us on Facebook, LinkedIn and YouTube to keep up to date on the latest information - simply click on the icons below.
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.