Market Update
I wanted to reach out and provide everyone a quick update on where markets are and where
Q4 2022 Letter to Clients: January 10th, 2023
January 10, 2023
Dear Valued Client:
Enclosed are your reports and spreadsheets for the period ending December 31, 2022. This package also includes a 2023 outlook from American Funds, information on Medicare, a piece on the Municipal bond market, and “From the Desk Of” pieces by Marianne Brown CPA, Anthony Sandomierski CPA,CFP®, and Jason Gordon CPA,CFP® on tax changes that you may be able to benefit from. (more…)
Market Update December 2022
Q1 2022: Letter to Clients
April 8, 2022
Dear Valued Client:
Enclosed are your reports for the period ending March 31, 2022. This package will also contain spreadsheets (clients with over $750,000) and various information pieces.
