Client Communications
Throughout the year we send letters to our clients about recent market events or timely planning ideas. Below you can find some of our recent client letters. These letters are not designed to provide specific advice, but to provide information about the financial markets in general. Please contact us if you have any questions about the material in any of theses client letters or if you simply would like to discuss how the information outlined in a given letter may affect your specific financial situation. Please feel free to forward this commentary to family, friends, or colleagues.
- US CREDIT RATING DOWNGRADEAugust 2023
- Q2 2023 MARKET OVERVIEW July 2023
- BANKING CRISIS AVERTED, BUT RISKS REMAIN March 2023
- JANUARY THREE TAKE-AWAYS January 2023
- Q4 2022 MARKET REVIEW January 2023
- MONTHLY MARKET REVIEW December 2022
- THE PATH OF INFLATION December 2022
- MONTHLY MARKET REVIEW November 2022
- THE BEAR MARKET IS BACK, WILL IT HIBERNATE SOON? September 2022
- MIDTERMS & MARKETS September 2022
- CONFUSED ABOUT THE ECONOMY? ITS OKAY! August 2022
- WILL HIGH INFLATION LAST FOREVER July 26 2022
- TAME THE BEAR July 13 2022
- THE INTEREST RATE CONUNDRUM July 12 2022
- BEAR ESSENTIALS July 11 2022
- HISTORY OF BULL AND BEAR MARKETS June 13 2022
- SPECIAL EDITION THE WORST YEARS FOR US STOCKS June 13 2022
- US RECESSION MAY 2022 May 18th 2022
- MARKET PERSPECTIVES May, 5th 2022
- VOLATILE TRADING MARKETS April 2022