Market Update 10/30/2023 from the desk of Anthony Sandomierski CPA/PFS, CFP®, MS (Taxation)
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Market Update
10/30/2023
Happy Halloween! I wanted to reach out and provide you all a quick update on where
markets are and where we see things. Feel free to contact Jason Gordon or myself with any
questions. Read more…
10/16/2023 Interim Update – from desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation
From the Desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation
Interim Update
We just wanted to provide you with an update since last week’s attack on Israel by Hamas has
escalated into military conflict. You may be wondering how has the stock market reacted since? As of
this writing, the S&P 500 has actually increased about 1.5%. Your next question is probably “how
could this be?”
Q3 2023- Letter to Clients October 3rd, 2023
8/8/2023 Market Update- from the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Market Update
August 8, 2023
I wanted to reach out and provide everyone a quick update on where markets are and where
we see things. Feel free to contact Jason Gordon or myself with any questions.
Q1 2023 Letter to Clients: April 10th, 2023
April 10, 2023
Dear Valued Client:
Enclosed are your reports and spreadsheets for the period ending March 31, 2023. Read more…
Market Update- February 2, 2023
We wanted to update you on recent developments that have taken place within the past month that impact your investments. Read more…
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. Read more…
Market Update December 2022
Q3 2022 Letter to Clients: October 4, 2022
October 4, 2022
Dear Valued Client:
Enclosed are your reports for the period ending September 30, 2022. This package will also contain spreadsheets (clients with over $750,000) and various information pieces.
Q2 2022 Letter to Clients: July 7th, 2022
July 7, 2022
Dear Valued Client:
“2022 HALFTIME LETTER”
Enclosed are your reports for the period ending June 30, 2022. This package will also contain spreadsheets (clients with over $500,000) and various information pieces.
