With the combination of Labor Day and the impending tenth anniversary of 9/11, one's thoughts inevitably turn to the changes that have taken place in our world in the last ten years. Both the concept of labor as it applies to the American worker and the idea of national security are a world away from our notions of a decade ago.
Some would argue that the changes to our world are all bad. I prefer to leave that judgment for tomorrow's historians, who will have the benefit of hindsight which we do not currently enjoy. Instead, we would do well just to recognize the new realities as they exist, and deal with them as best we can. That is the goal of all our recent work and events here at Millard & Company, and we hope you are deriving some benefit from them.
Items for your attention this week:
1 - Just a few days remain until this Friday's Client Appreciation Movie Night. We already have a good number of clients planning to attend, but we would love to have more, so please plan to spend some of your Friday evening with us. You may bring up to three guests. Each person will enjoy a personal made-to-order pizza from a wood-fired oven (which will be set up next to the Depot deck), fresh local salad, and Italian wine from our friends at La Bouteille. Juliet is even making Tiramisu for dessert. We will view the timeless Casablanca on the big screen in digitally-restored Blu-Ray high definition, complete with surround sound. It promises to be a fun night, so please make plans to join us here by sending your RSVP to Libbie Johnson at ljohnson@low-stress-investing.com, to let us know to expect you!
2 - Last Tuesday's portfolio resetting work sessions were very well attended and received. We had 67 total clients in attendance between the three sessions. We will begin to implement the new portfolio models over the coming weeks and months. For those clients who were unable to attend, we are preparing a DVD of the presentation for you to view at home; the video should be ready by the end of next week.
3 - By way of introducing the client work sessions, we showed the 10-minute video slide show below. Feel free to view it and share it with others if you'd like. Unlike this introduction, the main presentation that will be included on the forthcoming DVD is intended for clients only.
Fall has unofficially begun; have a great week!
-Andy
Showing posts with label Casablanca. Show all posts
Showing posts with label Casablanca. Show all posts
Tuesday, September 6, 2011
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!
-Andy
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!
-Andy
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