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.
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.
Q1 2022 Letter to Clients: April 4th, 2022
April 4, 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.
Market Update: February 24, 2022
Market Update 2/24/2022
