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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.

On The Mark - March 2026 (2)

On The Mark - March 2026 (2)

Unpacking the Latest Tariff Ruling

On The Mark - Unpacking the Latest Tariff Ruling

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On The Mark - March 2026

On The Mark - March 2026

Keeping a Long-term Perspective on Events in Iran

On The Mark - Keeping a Long-term Perspective on Events in Iran

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On The Mark - February 2026

On The Mark - February 2026

Avoid Striking Out in 2026 with Diversification

On The Mark - Avoid Striking Out in 2026 with Diversification

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On The Mark - January 2026

On The Mark - January 2026

"PASSing" the Baton to 2026

On The Mark - "PASSing" the Baton to 2026

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On The Mark - December 2025

On The Mark - December 2025

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On The Mark - November 2025

On The Mark - November 2025

From a Pond to an Ocean

On The Mark - November 2025

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On The Mark - October 2025 Special

On The Mark - October 2025 Special

Did Passive Investing Make the Magnificent 7

On The Mark - October 2025

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On The Mark - October 2025

On The Mark - October 2025

Key Questions on Government Shutdown

On The Mark - October 2025

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On The Mark - September 2025

On The Mark - September 2025

Are Rate Cuts Good for Stock Markets

On The Mark - September 2025

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On The Mark - August 2025

On The Mark - August 2025

Don’t Fear the High

On The Mark - August 2025

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On The Mark - July 2025

On The Mark - July 2025

Unpacking One Big Beautiful Bill Act

On The Mark - July 2025

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On The Mark - May 5th 2025

On The Mark - May 5th 2025

History of Market Corrections

On The Mark May5th 2025

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On The Mark - March 2025

On The Mark - March 2025

3 Tips to Stay Calm During Market Volatility

On The Mark March 2025

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On The Mark - March 2025

On The Mark - March 2025

Tariffs: Noise vs Signal

On The Mark March 2025

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On The Mark - February 2025

On The Mark - February 2025

Two 'I's on Bonds

On the mark Feb 2025

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On The Mark - November 2024 Special Edition

On The Mark - November 2024 Special Edition

Dont Let Market Gains Turn Into Tax Pains

On The Mark Special Edition November 2024

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On The Mark - November 2024

On The Mark - November 2024

Trump Key Policies

On The Mark - November 2024

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On The Mark - October 2024

On The Mark - October 2024

Election Day 2024 – Divided We Stand

On The Mark - October 2024

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