No. 81 of 106 Things We Do For Clients
Distribute information, including our own blog posts, that discusses significant and/or new financial concepts.
You are often on our minds even when you are out of sight. We may email an article to you that we think addresses a specific interest, concern, or issue. We regularly post articles on our blog that bring timely and relevant information on the economy, taxes, investments, and other important financial topics. These posts can further educate you on topics of special interest and help you keep informed of our current thinking. During the market decline of 2008-2009, we noticed a direct correlation with those articles between clients who stayed the course and did nothing and those who unfortunately sold equities. Almost every person who sold equities during the downturn was not opening and reading our blog posts.