by Ronald Redfield | Jan 26, 2021 | Uncategorized
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 23 years, largest holdings, largest holdings at year end 2020, largest gains in 2020, largest losses in 2020, and a plethora of other...
by Ronald Redfield | Jul 16, 2020 | July 2020
July 15, 2020 DJIA 26,870 S&P 500 3,229 10-Year Treasury 0.63% Dear Clients and friends, This letter is a mid-year update, which accompanies your semi-annual reports. We hope that you and your loved ones are safe from Covid-19. Here is a PDF version of this...
by Ronald Redfield | May 22, 2020 | accounting, Tax, Taxation
Click here for PDF version of 2020 RMD Letter May 26, 2020 Dear Client, We hope that you and your family are all safe and healthy during this very unfortunate time. Over the past few months, the government has passed numerous pieces of legislation in hopes of...
by Ronald Redfield | May 15, 2020 | CDs
May 15, 2020 DJIA (23,436) S&P 500 (2,831) 10-Year Treasury 0.64% We hope this email finds you safe and well. All is good on this side. I have been working remotely since the middle of March. As we have mentioned or written to all of our investment clients, we...
by Ronald Redfield | Apr 13, 2020 | Investing
April 13, 2020 DJIA 23,719 S&P 500 2,790 10-Year Treasury 0.73% Dear Clients and friends, We wanted to give an update on how we are approaching the management of our client’s portfolios during this difficult time, with the world’s economies essentially shutting...
