Year End Message for 2009
Year End Message – Opportunities in 2010
As 2009 draws to a close, I wanted to take a minute to thank you for the trust you have placed in us. If you've referred a friend, relative or colleague in the last 12 months, I'd also like to tell you how much I appreciate it – it's always an honor to receive a personal recommendation, and it's a pleasure to help new clients reach their financial goals.
Despite the challenges in our economy over the course of the year, we kept you informed about what was happening. You became aware that, even in the midst of a financial crisis, there were substantial opportunities. You did not make emotional decisions the way many people did that could have damaged your financial future.
The end result is that 2009 was an exceptionally good year for our clients. With the availability of new tools, we were able to explain critical concepts about secular bull and bear markets. We worked with you to describe the advantages of diversifying your portfolio across different asset allocation approaches. By following our advice, you not only survived the volatility and the financial crisis in 2009, but you will thrive in the years ahead as you meet new challenges with a good financial plan that accomplishes what you want.
I am very excited about the future. Thank you again for your trust and I look forward to even greater success for you in 2010,
Bill Griffith, Jr., CFP®
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