Dear Valued Clients:
We are pleased to attach our newsletter for the month of May (CLICK HERE). We are also very pleased to note that client accounts have appreciated significantly over the past three months. It is gratifying to know that our clients did not submit to the various pressures and natural inclinations to reduce long-term investment holdings back in January and February when markets were struggling to begin the year.
Our Spring Seminar Series had a great start with an Estate Planning session in April and we welcome your interest and participation in the upcoming Retirement Planning session in May. Please review page four of the newsletter for more details.
Once again, I and my Team always welcome your input and questions. We extend to all our clients and friends best wishes for a very pleasant Spring.