Q4 Letter to Clients: January 8, 2022
January 8, 2022
Dear Valued Client:
Q3 Letter to Clients: October 5th, 2021
October 5, 2021
Dear Valued Client:
Market Recap and Outlook
The S&P500 reached new highs in the third quarter based on a resilient economic recovery, strong corporate earnings, and historic support from the Federal Reserve. Client portfolios are performing at various low double-digit percentage gains on a year-to-date basis depending on risk tolerance levels.
Market/Client Update: September 15th, 2021
We are heading towards the end of the summer and I wanted to update you on a few things:
We’re here to help YOU.
Let’s face it, we’ve all been worried about money at some point in our lives. Whether it be making ends meet or managing extensive AUM, money can be a source of major stress and anxiety for individuals. Furthermore, a survey by Northwestern Mutual found that money was the leading cause of stress for 44% of Americans.
(more…)