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.
Searching for the Bottom
You may remember prior posts when I talked about corrections [...]
Important Technical Levels
Keeping a long-term perspective is always important, but it’s essential [...]
Market Irrationality
The markets continue to ping-pong – up 1,000 / down [...]
Reading Past the Headlines
The markets are trading sharply lower this morning and undoubtedly [...]
Another Correction
As you are likely aware, the market is trading lower [...]
Headline Risk & the Threat of a Pandemic
As you are probably aware, the market sold off on [...]