Client Communications

We share our thoughts surrounding the current market volatility regarding tariffs.

As your Advisors, it is important that we make sure your needs and goals are clearly understood so we can make recommendations that give you the best chance for achieving those goals.

As 2023 comes to an end, we look back at what transpired in the financial markets throughout the previous year and share our thoughts moving forward.

In light of the recent events surrounding the current banking industry, we share an article written by Charles Schwab regarding their perspective on the matter. 

As the year 2022 comes to a close, we recap on some of the highlights from the past year and give thoughts looking forward into 2023.

As we begin this update, Hurricane Ian is bearing down on the state of Florida expected to wreak havoc and destruction and we realize that investing is a lot like a hurricane.

The unfortunate convergence of several factors is driving consumer inflation to its fastest increase since December of 1981 as evidenced by the 8.6% year-over-year increase for May.

As a follow-up to the Market Comment we sent out to you on February 24^th, we felt there were a couple items worth discussing.  It has now been two weeks since Russia most recently invaded Ukraine bringing about significant devastation to the country and their people.

The current Russian invasion of Ukraine will create a great deal of uncertainty and speculation.  We can expect there to be ripple effects through the energy markets, investment markets, and possibly the European economy to a limited degree.  At present, this remains a regional conflict whose global impact is likely to remain limited.

The current bout of price volatility in the financial markets reminds us of March 2020 during the onset of OVID where we saw the market averages decline 30-35% in a matter of weeks. Although the current environment is not nearly close to that experience percentage wise, it can still be quite unsettling during the short term.