Recent Correspondence

November 2016

I write this on my 55thbirthday, and I can tell you that’s my motto.  Optimism is Realism.  Since our Annual Client Appreciation meeting a couple of weeks ago, this letter has been swirling around in my head. We are inundated minute by minute with negative messages about how bad things are; how much better things used to be. But I couldn’t disagree more. We live in amazing times.

October 2016

Scott's story.

September 2016

Rhonda's story.

January 2016

Successful investing requires a long-term perspective. But maintaining that long term perspective can be hard when all we hear around us is noise and negativity. Maintaining perspective is easier when history is our guide. For perspective and comfort, we wanted to take a moment to look back and share with you some of the milestone events over just the past four decades.

December 2015

Christmas is about more than just gifts under the tree or colorful lights. It's about more than commerialism, more than merchandies, more than having another day off. We thinkt he enclosed story illustrates those concepts beautifully. We hope you enjoy it as much as we did.

November 2015

Scientists say that mankind needs only food, water, oxygen, and shelter to survive. But sometimes as we continue on this long, strange trek of ours, all we really want is a little company to share the ride with.

August 2015

We know that it’s neither fun nor pleasant to go through a market decline no matter the normalcy of the decline. This is when we earn our keep, providing perspective and guidance when you need it most!

May 2015

Since the year 2000, Rhonda has been fortunate to be a part of The American Funds’ Advisory Council. The council meets annually to share and learn from each other, and from the Portfolio Counselors, Research Analysts, Economists, and Government Affairs Specialists. The American Funds professionals learn from advisors what is most important to our clients’ families.  The theme this year was Protect and Grow.

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