Quarterly Market Review – Third Quarter 2017
Dear Clients and Friends:
It’s hard to believe that the holidays are approaching once again! The end of the year is a good time to review your long-term goals and financial plans. Please let us know if we can help in any way.
Also, we encourage you to take a look at our most recent Quarterly Market Review (QMR). Click here to view the report.
The QMR provides you with a summary of how the world stock and bond markets performed last quarter. The QMR also provides a timeline of world events that is intended to serve as a reminder that investors should view daily events from a long-term perspective and avoid making investment decisions based solely on the news.
We sincerely appreciate your continued business and hope that you find this resource valuable. If you would like to set up an appointment to discuss taking advantage of our services, please contact Steve at 818.449.3122 or firstname.lastname@example.org.
Very truly yours,
Berkson Asset Management, Inc.
Registered Investment Advisor