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Economic and Stock Market Update (3rd Quarter 2018)

We value communication with our clients regarding their accounts and the atmosphere surrounding the markets in general. Each client receives a personalize letter each quarter updating them on the performance of their individual portfolios, the assets that they hold and where we think that the market is going. This is a letter that we send to our clients every quarter. It will…

Economic and Stock Market Update (2nd Quarter 2018)

By Bret Hartman, IAR We value communication with our clients regarding their accounts and the atmosphere surrounding the markets in general. Each client receives a personalize letter each quarter updating them on the performance of their individual portfolios, the assets that they hold and where we think that the market is going. This is a letter that we send to our clients…

Economic and Stock Market Update (1st Quarter 2018)

This is a sample of the letter that I send to all of my management clients on a quarterly basis. Economic and Stock Market Update U.S. GDP grew at 2.9% in the previous quarter and forward-looking estimates show U.S. GDP growth in the 2.5-3% range for 2018.  Current valuations are rich but the following data points support this: “Full employment”, wage growth,…