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.
Market Snapshot
The NYSE Bullish Percent Investors have the ball and field [...]
Innovation – Artificial Intelligence
I hope you are well and that 2023 is off [...]
Let’s Not Overlook American Innovation
In the early 2010s, the great financial crisis of 2008/09 [...]
Reviewing Online Safety
Not surprisingly, the number of reported instances of fraud, phishing [...]
Point and Figure Indicators
September 28, 2022 Using the DWA DALI chart is [...]
The Thing About Down Markets
As I am sure you are aware, the market is [...]