Q1 2024 – Letter to Clients April 3rd, 2024
Q1 2024 Client Letter
April 3, 2024
Dear Valued Client: (more…)
Q4 2023 – Letter to Clients January 5th, 2024
Q4 2023 Client Letter
January 5, 2024
Dear Valued Client: (more…)
Market Update 10/30/2023 from the desk of Anthony Sandomierski CPA/PFS, CFP®, MS (Taxation)
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Market Update
10/30/2023
Happy Halloween! I wanted to reach out and provide you all a quick update on where
markets are and where we see things. Feel free to contact Jason Gordon or myself with any
questions. (more…)
10/16/2023 Interim Update – from desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation
From the Desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation
Interim Update
We just wanted to provide you with an update since last week’s attack on Israel by Hamas has
escalated into military conflict. You may be wondering how has the stock market reacted since? As of
this writing, the S&P 500 has actually increased about 1.5%. Your next question is probably “how
could this be?”
Q3 2023- Letter to Clients October 3rd, 2023
October 3, 2023
Dear Valued Client:
Q3 2023 CLIENT LETTER (more…)
