We are currently in the process of contacting all our clients for portfolio reviews and to discuss the current market conditions. If you have not yet heard from Lynda and you would like an appointment please either call her at the office, 503.699.9556, or email her at firstname.lastname@example.org. Lynda will be happy to schedule your review appointment. You should meet or speak with your financial advisor at least once a year to review your accounts.
A CNN Money article:
U.S. markets had their worst year since the financial crisis. No wonder making money was tough.
Read the article at the source: Nearly 70% of investors lost money in 2015 – Dec. 31, 2015
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From a podcast on August 25, 2015:
Wharton finance professor Jeremy Siegel says the drop in U.S. stock markets that began last Friday is a temporary correction, largely in response to events in China and unusually large, downward revisions in U.S. corporate earnings expectations.
Click through to the original source to listen to the podcast or read the whole transcript.
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