Q3 Letter to Clients: October 5th, 2021

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. (more…)

2021 Financial Planning Checklist

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: (more…)