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.
Office Introductions & Analysis of Financial Markets in Unified Political Environment
We know that the current political climate has many investors [...]
Happy New Year!
Talk about a roller-coaster – 2020 was the king-daddy of [...]
Update from White Oak
We hope that you have had a very Merry Christmas [...]
Bringing 2020 to a Close
As we head toward year-end, it is easy to [...]
The Election & Back to Basics (Part 2)
Let me begin by commenting on the election and the [...]
Back to Basics
As we all continue to navigate these turbulent times, it [...]