Broker Check

July 1, 2011

Dear Valued Clients,

How quickly the seasons change. Summer is here and we are still remembering the past winter as if it was only yesterday. Craig and I have decided to attend the Cetera Advisor Networks LLC annual conference this summer. We made the decision to attend the conference because we believe it will benefit you in the long run. Many new interesting investments have come to market recently and we want to learn about them so we can guide you correctly.

The office has had a change.  Kelly Swantner has decided to become a stay at home mom and no longer work for us. We wish her all the best in her endeavors. Over the past month we have been looking for a quality replacement for her. We believe we found a lovely personable woman who will be starting in July. During this transition time please bear with us while we teach her the operations of our office.

What do we see for the next 3 months? To put it simply: more of the same. Our last letter told you a 10% correction could be possible. We are now in the middle of this correction. For some it’s a buying opportunity. For others it’s a painful reminder that portfolios do fluctuate. Craig and I still stick to the investment philosophy of being paid while you wait for the market to go up. We do this through DIVIDENDS, DIVIDENDS, DIVIDENDS. We manage your money to create value through dividends. They soften the downside and give you income on the upside.

Our company is built around you the clients. You are our biggest asset. We pride ourselves on doing “whatever it takes” to satisfy you. This summer let’s touch base and make sure your goals are still being met.


Enjoy the summer!


Jay K. Rosenblatt, CFPCraig J. Rosenblatt, CPA
Financial AdvisorFinancial Advisor
CA Insurance Lic. # 0762973CA Insurance Lic. # 0E18620