Every January, I send a printed letter to all of my clients detailing events of the previous year and some thoughts about moving forward. I also use the letter as an opportunity to emphasize the fundamentals of financial planning in the battle against the noise of the financial media.
As of the date of this post, May 1, 2020, we are in the midst of a global pandemic and government stay-at-home orders. The fundamentals espoused in this letter are as important as ever. And I’m sharing this letter with you below: