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. (more…)
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.
Q4 2021- From the Desk of Anthony Sandomierski CPA/PFS, CFP®, MS (Taxation)
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Q4 2021 Letter
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.
