We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics. We post some of that content to this blog for public viewing. We hope you find the content useful.
As the second quarter ended, investors could be forgiven for feeling bruised, battered and knocked around. In the aftermath of the Brexit vote, global financial markets initially hit the panic button only to largely recover later. Diabetes can be more deadly than breast cancer and AIDS combined. Help me improve the statistics by supporting my participation in Tour de Cure. 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 ReviewClient Letter: Second Quarter 2016 - Market Review - Self Inflicted Brexit Wounds
Submitted by Alsworth Capital Management, LLC on July 19th, 2016
2016 Finger Lakes Tour de Cure
Submitted by Alsworth Capital Management, LLC on May 12th, 2016
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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