Client Communication

Let me start out by saying that during these troubling times on Wall Street, our services become more valuable to our clients so I have cleared my calendar of all non-essential meetings and/or activities in order to be available for any questions or concerns which you may have. I find that email is the quickest…

These are extraordinary times in the financial markets and there may be questions about what this means for you and I am anxious to answer them. Please be assured that I am closely monitoring your account in this volatile market environment, taking whatever actions I deem appropriate with respect to any securities transactions on your…