The Real Stuff

1 - All clients should have received their quarterly reports by now. The January-through-March period was a good one for the markets, and by extension, for our clients. If you have not yet received your report, please let Juliet know.

2 - Our clients-only Dinner and a Movie night is this Friday! The movie is Alfred Hitchcock's classic thriller North By Northwest. Pat Strother and her fine crew will serve a delicious and healthy vegetable lasagna (with meatballs on the side). If you want to come but have yet to register, now's the time to let us know!  Click here, or call Michelle at 859-7001.

3 - With the exposing of several Ponzi schemers over the last few years, it's only natural for investors to wonder if their financial adviser is somehow appropriating client funds for his or her own use. This week's video offers three simple but important tips to avoid becoming a victim.

Have a jam-up week!

-Andy