From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Market Update 5/3/2023
I wanted to reach out and provide everyone a quick update on where markets are and where we see things. Feel free to contact Jason Gordon or myself with any questions. (more…)
We wanted to update you on recent developments that have taken place within the past month that impact your investments. (more…)
January 10, 2023
Dear Valued Client:
Enclosed are your reports and spreadsheets for the period ending December 31, 2022. This package also includes a 2023 outlook from American Funds, information on Medicare, a piece on the Municipal bond market, and “From the Desk Of” pieces by Marianne Brown CPA, Anthony Sandomierski CPA,CFP®, and Jason Gordon CPA,CFP® on tax changes that you may be able to benefit from. (more…)
October 4, 2022
Dear Valued Client:
Enclosed are your reports for the period ending September 30, 2022. This package will also contain spreadsheets (clients with over $750,000) and various information pieces.
July 7, 2022
Dear Valued Client:
“2022 HALFTIME LETTER”
Enclosed are your reports for the period ending June 30, 2022. This package will also contain spreadsheets (clients with over $500,000) and various information pieces.