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.
Changes to Retirement Savings Rules
You may have already heard that year-end legislation to fund [...]
A December to Forget
I know you just heard from me a few days [...]
Euphoria? Not Yet.
You’ve probably heard the old saying that bull markets die [...]
It’s All About Earnings
As you may know, we are in the midst of [...]
Update from White Oak
There have been a number of market-moving events beginning this [...]
End of Summer and the Markets
The turn of the calendar to September is often bittersweet, [...]