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.
A Lump of Coal
Historically, December is the best-performing month for the S&P 500. [...]
Market Perspective: Is the Route Clear?
The past two months of this year's market action have [...]
Daily Volatility
A persistent comment/question I hear from clients and others relates [...]
Market Update
October 2018, historically a scary month for investors, did not [...]
S&P 500 Peak Earnings
The market’s recent volatility has many wondering whether the moves [...]
Market Pullback
Last week was another one of those weeks when downward [...]