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.
Are We Headed in the Right Direction?
Over the past six months, I have written several articles [...]
Momentum Investing
For the past nearly eighteen years, I have been a [...]
A Complete Strategy Needs a Plan for Offense & Defense
Something that caught our eye recently was a New York [...]
Consumers Continue to Power Through
About a month ago, I wrote about consumer spending and [...]
Does the Index Really Tell the Story?
As the market continues to trudge higher, I continue to [...]
Update from White Oak
Market action on Friday saw muted gains for most domestic [...]