Client Communications
As a way of helping understand how our advisors work with clients over the course of differing types of markets, the following includes emails and letters sent to clients over time. It is important to pay particular attention to the publication date to ensure an appropriate understanding of the relationship between the article and what was actually transpiring at that moment in time. Markets change over time and so does our advice to clients.
Market Conditions
This image provides the overall, equity market conditions based [...]
Where Do We Stand Today?
Global markets experienced yet another exceptionally volatile week as bond [...]
So Now What?
Between the end of last year and mid-February, the market [...]
Market Conditions
This image provides the overall, equity market conditions based [...]
Point and Figure Indicators
Bull-Bear Indicators - 2/05/2021
Are Valuations Too Lofty?
Twenty-twenty (2020) was a year of head-scratching drama. The year [...]