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Since 2008, I have posted templates to serve as a starting point for advisors looking to send clients an overview of the year 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 especially the case given today’s uncertainty.
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This letter has three components:
- An update on performance
- Perspectives on today’s macro challenges from Warren Buffett’s most recent letter to investors
- Your recommendations for the period ahead
Use as much or as little of the content as is appropriate for your approach. And a reminder that if you’re going to use this letter: customize it to reflect your own language and approach.
The first quarter in review: What Warren Buffett is doing today
As we enter the second quarter of 2013, 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 quarter of 2013.
At the end of March, U.S. stock markets crossed the all-time high reached in October of 2007. This was due to an exceptionally strong performance to start the year following the agreement by U.S. Congress in early January to avoid the “fiscal cliff” that would have required dramatic reductions in spending and risked throwing the U.S. back into recession.