A client came to us having experienced other advisors who “blew smoke”. They both felt that we always tell them exactly what has happened, why it happened, and what we are going to do about it. The most salient example was the explanation we gave them regarding a poor decision an outside investment manager made with a certain mutual fund. We did not “sugar coat it”.
Quarterly Review
2023 Year End – Q1 2024 Review
Download the PDF copy here. Economic Soft Landing Achieved Please know that we are aware of the long length of these letters and the challenge
April 12, 2024
