Monday, August 29, 2011

After the Storms - in Financial & Nature

I hope you and your loved ones avoided any of the nastiness that was Hurricane Irene. Someone once said, "Nature bats last." Ain't it the truth?

Items for your attention this week:

1 - Our official videographer Erik Olsen has put together an excellent 3-minute video of highlights from the August 19 reception and challenging presentation of Dr. Peter Brews. Click on the image below to view it. Also, for those who have requested the slides from Pete's presentation, you may download them by clicking here.

2 - Clients should remember the special portfolio resetting work session tomorrow (Tuesday, August 30). This important 1-hour workshop will introduce our newly-reconfigured model portfolios, including some asset classes and funds that we haven't used before. I strongly encourage all clients who can to attend one of the three sessions: 10:00am, 2:00pm, or 5:30pm. The same information will be covered at all three sessions, so pick a time that is convenient for you. No need to register, just show up at your preferred time. (For those who cannot attend, we will be preparing a DVD of the presentation for you to view at home.)

3 - After all the stress and strain of this summer, we deserve a little break. We will hold a Client Appreciation Movie Night on Friday, September 9 in the Depot Room. All clients are cordially invited, and you may bring up to three guests. We will enjoy made-to-order pizza from a real wood-fired oven, fresh local salad, plus Italian wine from our friends at La Bouteille and (of course) dessert. The movie, Casablanca, starring Humphrey Bogart and Ingrid Bergman, is one of the all-time classics. We will view it on the big screen in digitally-restored Blu-Ray high definition, complete with surround sound. It promises to be a fun night for all, and it's our way of saying thank you for putting up with us!

Enjoy the week!


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