Well, here we are. It’s already Thanksgiving week, and so far, 2019 has been a good year for investors just about everywhere. Stocks, bonds, gold…they are important determinants of overall investment health, and all three asset classes have performed well. In fact, all three are on track to provide a 2019 investment return of 10% or more. That hasn’t been done since 1986. But, good times or not-so-good times, managing those asset classes so that they achieve our clients’ goals is a large part of what we do. Providing the best in client service also is a large part of what we do, so for the seventh year in a row, we ask that most important of all questions: Are we doing all that we could and should be doing for you? In a general sense, the objective always is to become a more valuable member of each client’s team. And, more specifically, as mentioned in the May Update (“The Path Ahead…Problem Solving in the Modern Era”), we always want to be problem solvers in an increasingly solution-oriented business. If we are missing any opportunities to achieve those objectives, by all means please let us know.
Continue reading “Our Regular Civic Duty (VII)”