Q3 2023- Letter to Clients October 3rd, 2023
October 3, 2023
Dear Valued Client:
Q3 2023 CLIENT LETTER (more…)
8/8/2023 Market Update- from the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Market Update
August 8, 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.
Market Update- February 2, 2023
We wanted to update you on recent developments that have taken place within the past month that impact your investments. (more…)
Q4 2022 Letter to Clients: January 10th, 2023
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…)
Market Update December 2022
Q3 2022 Letter to Clients: October 4, 2022
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.
