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
Q4 2021- From the Desk of Anthony Sandomierski CPA/PFS, CFP®, MS (Taxation)
Q4 Letter to Clients: January 8, 2022
2021 Tax Updates from Marianne Brown CPA
From the Desk of Marianne Brown CPA
As we move into fall, I’d like to remind you of several important tax items for 2021. Please keep in mind that several tax relief items will become part of your 2021 tax returns, therefore, it is extremely important to keep an accurate record of the following items:
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:
Market update: August 28th, 2021
Market Update
August 28, 2021
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
2021 Financial Planning Checklist
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
As we begin a new year, I wanted to reach out to you to provide a checklist with some pointers. If you haven’t been in for a review meeting in a while and feel like you need a “refresher” please contact our office at (732) 556-4200. Below is a little “checklist” I have put together for you to make sure you are up to speed in a few areas:
