Category: Client Letters

Client Letter 2019 Q4

Q-3 2019 Market Results The third quarter of 2019 was not a great quarter for market returns, but it was far from bad. The U.S. S&P 500 index was up +1.70%. The international market index was down -1.07% and emerging markets were down -4.25%. Global ex-U.S. was down -1.80%. Bonds did surprisingly well with the

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Client Letter 2019 Q3

2019 Vacation As we do each year, we want to advise all Portfolio Management clients about our upcoming vacation plans. We will be out of the office from Wednesday, August 21 through Monday, September 2, 2019. We will be back in the office on Tuesday, September 3. During this time, we will have limited access

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Client Letter 2019 Q2

Q-1 2019 Market Results What a difference a quarter makes. The first quarter of 2019 was an almost complete reversal of what we saw in the fourth quarter of 2018. The U.S. S&P 500 index was up +13.65%. The international market index was up +9.98% and emerging markets were up +9.93%. Global ex-U.S. fared slightly

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Client Letter 2019 Q1

Annual Charitable Contribution As we have done for many years, Barron Financial Group made a contribution to the Northwest Connecticut Community Foundation in lieu of sending Holiday gifts to clients. As in previous years, we pledged $25 per client household for a total contribution of $2,375. For privacy purposes, client names will not be disclosed.

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Client Letter 2018 October 30

The markets have been on a downward swing since early October.  I’ve received several calls and emails asking my opinion of what is happening.  The following is my attempt at a summary of the current conditions and what I’m thinking for the future.  Please feel free to contact me directly if you have questions or

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Client Letter 2018 Q4

Q3-2018 Market Results In the third quarter of 2018 the U.S., as represented by the S&P 500 index, had another impressive showing of +7.71%. This builds on generally decent Q1 and Q2 returns for a YTD return of 10.56%. Global ex-U.S. investments didn’t fare as well at +0.70% for the quarter and -3.09% for the

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Client Letter 2018 Q3

2018 Vacation As we do each year, we want to advise all Portfolio Management clients about our upcoming vacation plans. This is a special year for Sandra and me as we celebrate our 20th wedding anniversary and have planned our vacation for two weeks instead of our normal one week. We will be out of

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Client Letter 2018 Q2

Q1-2018 Market Results For the first time in nine consecutive quarters, the equity markets were down almost across the board in the first quarter of 2018. The S&P 500 was down -0.76% and global ex-U.S. stocks were down -1.33%. Only the emerging markets were positive for stocks last quarter, up +1.28%. Bonds were also down,

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Client Letter 2018 Q1

Annual Charitable Contribution As in years past, in lieu of sending Holiday gifts to clients, Barron Financial Group has made a contribution to the Northwest Connecticut Community Foundation. Similar to previous years, we pledged $25 per client household for a total contribution of $2,150. For privacy purposes, client names will not be disclosed. From Sandra,

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