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.
Oil Prices – A Failure of the Media to Inform
If you happened across a news show or website today, [...]
Update from White Oak
The first quarter of 2020 is officially behind us, and [...]
Earnings Season during a Pandemic
Yesterday marked the beginning of earnings season for the January/March [...]
The Bottoming Process
It’s been quite the ride so far this year, and [...]
Changing Tax Deadlines
While the market continues its unsettled and very unsettling behavior, [...]
A Recession? What Does It Mean for the Markets?
The economic fallout from the COVID-19 virus continues to grow, [...]