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 First Quarter Review: The Economy Is Bending Yet Proving Resilient
Download the pdf copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): Month over month real personal consumption
June 12, 2023
