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Quarterly Market Updates

Starting 2016, we are adding this new service to provide our clients with a quarterly market update newsletter. The intent of the newsletter is to provide our clients with a recap of the market events from the previous quarter and highlight our investment strategy going forward. We believe that the newsletter would serve as a great addition to our one on one client reviews and help our clients understand the market events and our strategies better.

Please feel free to provide comments and feedback so we can enhance this service for you.

Quarterly Market Update - May 2016 - (Click Here to Read )

Quarterly Market Update - January 2016- (Click Here to Read )

Location


141 Sully's Trail
Suite 1
Pittsford, NY 14534

1-585-248-5700
1-877-416-5700
1-585-248-5703 (Fax)

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Always stay on top of updates to content, news and events  posted to Investment IQ & our advisor's blog 'Everything Financial'
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