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.
Point and Figure Indicators
Bull Bear Indicator - 7/08/2022
Market Commentary
I hope your summer is off to a great start! I've [...]
Why? A Declining Multiple
Higher prices throughout the economy, higher interest rates from the [...]
Sector Update and Company Retirement Plan Recommended Action
With the domestic and international equity markets currently in bear [...]
Volatility Not Just in the Stock Market
We are all quite accustomed to volatility in the equity [...]
Important Information from White Oak
We are pleased to introduce you to a new member [...]