Letters to Our Clients & Friends

We provide our clients with quarterly market commentary and newsletters.

See also the tab for interesting financial planning topics extracted from Assante Well-Advised publications.

Here are some samples of what we have done in the past. 

Clients & Friends Quarterly Newsletter Q2 2017

Clients & Friends Quarterly Newsletter Q1 2017

Clients & Friends Quarterly Newsletter Q4 2016

Clients & Friends Quarterly Newsletter Q3 2016

Clients & Friends Quarterly Newsletter Q2 2016

Clients & Friends Quarterly Newsletter Q1 2016

Clients & Friends Quarterly Newsletter, Q4 2015

Clients & Friends Quarterly Newsletter, Q3 2015

Clients & Friends Quarterly Newsletter, Q2 2015

Clients & Friends Quarterly Newsletter, Q1 2015

Clients & Friends Quarterly Newsletter, Q4 2014

Clients & Friends Quarterly Newsletter, Q3 2014

Clients & Friends Quarterly Newsletter, Q2 2014

Clients & Friends Quarterly Newsletter, Q1 2014

Clients & Friends Quarterly Newsletter, Q4 2013

Clients & Friends Quarterly Newsletter, Q3 2013

Clients & Friends Quarterly Newsletter, Q2 2013

Clients & Friends Quarterly Newsletter, Q1 2013

Clients & Friends Quarterly Newsletter, Q4 2012

Clients & Friends Quarterly Newsletter, Q3 2012

Clients & Friends Quarterly Newsletter, Q2 2012

Clients & Friends Quarterly Newsletter, Q1 2012