Articles, Newsletters, & More

Articles & Other Ruminations                

• Pay For Performance: Why Sharing In Client Profits Isn't Legal

• Youthful Savings

• Why Choose A CERTIFIED FINANCIAL PLANNER™ Professional

• 2000-2009: The Lost Decade - Or Was It

Newsletters

• Q1 2008

• Q2 2008

• Q3 2008

• Q4 2008

• Q1 2009

• Q2 2009

• Q3 2009

• Q4 2009

• Q1 2010

• Q2 2010

• Q4 2010

• Q1 2011

• Q2 2011

• Q3 2011

• Q4 2011

As of 2012, PWA Newsletters have been transitioned to our new blog.

Market Update Notes To Clients

We believe communicating with our clients is of utmost importance, especially during turbulent times in the market.  While we don't claim to have a crystal ball on the future of any financial market at a given point in time, we do believe that keeping clients informed on why things are happening increases their comfort level and understanding.  Below are a couple of the "plain english" messages we sent to clients in 2008 / 2009 (in addition to our newsletters) during the peak of the financial crisis.

• 10/12/08 - just after the "bailout" (TARP)

• 3/24/09 - just after the bottom

• 7/14/11 - the end of "QE2" (Fed stops buying new treasuries)

• 7/26/11 - debt ceiling fiasco on the horizon

• 8/07/11 - after S&P downgrade of U.S. credit rating

• 10/07/11 - after a terrible September 2011 and in the escalation of the European sovereign debt crisis

As of 2012, PWA Market Updates have been transitioned to our new blog.  Search category "Market Update" to find posts.

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Phone: (404)-380-1977

Fax: (404)-474-1629

Email: contact@perpetualwealthadvisors.com

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