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 (more…)
Q4 Letter to Clients: January 8, 2022
January 8, 2022
Dear Valued Client: (more…)
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…)
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: (more…)