QuarterlyClientLetter

Quarterly Client Letter – Q4 2021

January 20, 2022By Phil Clark, CPWA®,CFP®, CLU®

What a quarter it has been. In my last several quarterly letters, I insist that risk-based investments are called that way because there is an element of RISK in the investments. For 18 months, I was wrong, and the market continued to shake off all directional changes as temporary, until now. Inflation has crept into Read the full article…

Quarterly Economic Update – Q2 2021

July 29, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape. A review of Q2 2021, season, presented by Philip Clark, CFP®, CPWA®, July 2021 THE QUARTER IN BRIEF The second quarter began by building on the first-quarter’s gains, Read the full article…