January 1, 2016
Dear Client, Happy New Year! Happy in the financial markets is questionable, though, as we opened up 2016 with one of the worst weeks in history.July 1, 2015
Dear clients, We hope you are enjoying the lovely summer. Last week, dad and I attended our annual Cetera Advisor Networks Conference.October 1, 2014
Dear Valued Client, Recently, I had the privilege of going on a trip with Cetera Advisor Networks to the Canadian Rockies. It is truly beautiful country.June 6, 2014
Dear Valued Client: As we ride on this roller coaster called life, it is important we stop and perform maintenance checks on our journey so that we may be sure that our family and friends are considered and involved in our lives as time...01/01/2014
Over this lovely holiday break, my wife and I had a chance to get away from our twins for a night and see the movie "The Wolf of Wall Street." For those of you who don't already know, the movie chronicles the rise and fall of a rogue...July 1, 2013
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. This type of change is very typical of financial markets. The buzz word now is “tapering” and...April 15, 2013
Dear clients, Everything has a beginning and an end…It is time for our business to move to our new building. Back in 2002, Craig and I purchased Luigi Pietrantoni’s financial services business and since that time have occupied the upper...January 11, 2013
Dear Clients, The year of 2013 will definitely bring change --- and the certainty of every New Year is that change will bring both the expected and the unexpected.October 4, 2012
Dear Clients,Change, some people like it and some people hate it. Depending on how you deal with it determines whether the outcome is positive or negative.July 9, 2012
Dear Clients: My family and I just got back from our annual trip down to southern California. We took our twins to Disneyland and the California Adventure Park and had a wonderful time, but while we were walking through Disneyland...April 1, 2012
Dear Clients: Spring has arrived and I thought it would be interesting to compare real life with investing strategies. Here is a little story about what happened to me last week and the parallel we can draw.December 2011
As we wrap up 2011, we close out one of the most volatile years ever recorded in market history. The unprecedented market movements made us feel like we were on a roller coaster ride all year long.August 2011
Dear Clients, What a summer it has been. I feel like we were on a constant rollercoaster for the last two months. Up one day, down hard the next, just to repeat the process week in and week out.August 08, 2011
Dear Clients:We are writing this letter in response to Friday evening’s announcement by Standard & Poor’s (rating agency) to lower the US Credit rating from AAA to AA+ and assign it a negative outlook.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.April 5, 2011
Dear Clients,In the 25+ years that I have been in the investment business, this past quarter has been the most news-dramatic that I can remember.or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on
sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results.