Perspective
June 28, 2022
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June 28, 2022 We sent the following note to clients on June 17th. Stocks* are down since the beginning of the year (another 6% since
We are a healthy fiduciary with over $150 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
June 28, 2022 We sent the following note to clients on June 17th. Stocks* are down since the beginning of the year (another 6% since
May 25, 2022 We sent the following note to clients on May 9th. The mood around stocks throughout 2021 seemed to be “comfortable” and
January 24, 2022 I hope this letter finds you well. As I write to you, I am reflecting on how dramatically the world seems
The questions and concerns you have may be unique or normal for your season of life and circumstances.
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“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”
– David Maddux, Co-Founder
