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For the past five years, each quarter I’ve posted templates to serve as a starting point for advisors looking to send clients an overview of the three months that just ended and the outlook for the period ahead.
Advisors have told me they’ve received a great response to these letters and the templates rank among my most popular articles – that’s continues the case given today’s uncertainty.
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This letter has three components:
- An update on performance
- Some perspectives on the outlook for the U.S. economy from sources that are more detached than normal observers
- Your recommendations for the period ahead
Use as much or as little of the content as is appropriate for you. And a reminder that if you’re going to use this letter, customize it to reflect your own language and approach.
July 2013: The first half of 2013 in review
“The greatness of America lies not in being more enlightened than any other nation, but rather in her ability to repair her faults.”
Alexis de Toqueville, Democracy in America, 1835
With the first half of 2013 behind us, I’m writing to summarize market developments since the start of the year and to share my thoughts on positioning portfolios for the period ahead. First though, a quick recap of the first half of 2013.