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Client Letters

First-hand examples of communications we send directly to clients sharing our pulse on the markets.

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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