Year End Newsletter
Enclosed is our winter newsletter.
It’s hard to believe that this will be our last newsletter of the year, but it does feel good to finish the year on a positive note.
Our equity managers have delivered another outstanding year
for us, the fourth in a row. The
fixed income markets have stabilized and delivered reasonable returns this
year. In spite of all the
potentially disruptive factors at play, like violence around the world
(particularly in the
One of the services that many of our clients have taken advantage of is our state of the art online financial tools. From one website you can view all of your holdings and transactions. You can also run a multitude of performance reports. From one report you can view all the accounts that your whole family has through us, even though they are invested with different funds or managers. Best of all this service is available to all of our clients at no cost. If you are not utilizing this service or you aren’t familiar with all the useful reports that are available and would like to learn more, please give Brienne or me a call. If you like the idea of being able to view your account information anytime, from any computer, anywhere in the world and you have accounts that are not being managed by us, bring your statements in and we will see if it makes sense to consolidate your assets.
Hope you have a great holiday season and wishing you a happy, healthy,
and prosperous New Year!
Securities through KMS Financial Services Inc.
520.884.7550
jpw@financial-architects.com
2311 E. Broadway
Tucson, AZ 85719
United States