We personally author quarterly letters to our clients to provide an update on how we are managing their portfolios and how we interpret the current market and economic environment. We also send out personally authored letters periodically regarding financial planning topics and personal money management topics such as cybersecurity, etc.
We provide some of this content to the public through this blog, however, this is not meant to be construed as advice. The purpose of this blog is to give prospective clients a sneak peak at how we think. We hope you find the content useful.
As we review quarterly reports and discuss portfolio positioning, I like to provide some presentation slides highlighting our thinking in a visual format. If you would like to review your personal portfolio please give us a call or email to setup a meeting. To see our First Quarter 2016 presentation slides, please click HERE Market Review It’s something most people don’t think about until it hits the headlines, such as last year when major retailer, Target, revealed that its data base of shopper credit and debit card numbers had been breached. Yet, nearly 15 percent of the population - more than 34 million adults - has reported some form of identity theft, according to the Identity Theft Resource Center. Market Review First Quarter 2016 - Market & Portfolio Strategy Review
Submitted by Alsworth Capital Management, LLC on May 5th, 2016
Client Letter: First Quarter 2016 Review – Snap Back Recovery & Adjusting Our Sails
Submitted by Alsworth Capital Management, LLC on April 17th, 2016
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Identity Theft – How to Safeguard Your Identity
Submitted by Alsworth Capital Management, LLC on March 16th, 2016
Client Letter: Market Review & What We Are Doing Now
Submitted by Alsworth Capital Management, LLC on February 13th, 2016
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