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. (more…)
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Q4 2021 Letter (more…)
January 8, 2022
Dear Valued Client: (more…)
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…)
