Below you'll find a list of all posts that have been categorized as “Client Memo”
Autumn is upon us and the leaves are just starting to turn here in Colorado Springs. I warmly welcome the cooler weather after this year’s long, hot summer! I hope all is well with you. Market Conditions Not to sound bleak, but I continue to see real-time signs of a slowing US economy, minimal inflation, increasing geopolitical risks, and richly valued …
Dear client or friend of Vailshire Capital Management, Happy Labor Day! I hope that each of you is finding time to rest and reconnect with people you love today. Today’s monthly update should be quick, so you can get back to your grills! Market Conditions Our defensive stance has paid off lately, as evidenced by our investment account returns. While …
Dear client or friend of Vailshire Capital Management, I just completed the very last final exams for my MBA courses. A mere four weeks away from my 45th birthday and I’m finally done with school! I can’t think of a better way to celebrate than by sending my clients (and interested parties) a monthly update on behalf of Vailshire Capital …
Dear clients and friends of Vailshire– Happy Independence Day week! I hope you have been enjoying the freedom that we are blessed with in this country. And for those Vailshire clients and friends who are serving or have served in the military… thank you very much! 2018 2nd Quarter Investment Highlights World politics remain turbulent, due–in no small part–to the persistent …
Dear clients and friends of Vailshire– I hope that all is well with you, wherever in the world this memo finds you! 2018 1st Quarter Investment Highlights Volatility has (finally) returned. Normally a staple in the marketplace, volatility was conspicuously absent for the vast majority of 2017. If you pay any attention to financial media or literature, I am sure …
Dear clients of Vailshire- The first three months of 2016 have once again felt like a rollercoaster ride. Through mid-February, fear was rampant and the equities market descended into what felt like the land of no return. Bears (pessimists) took to CNBC, newspapers and newsletters around the world and triumphantly explained why this was not just going to be 2008 …
Memo to: Vailshire Clients From: Jeffrey W. Ross, MD, RIA Date: January 3, 2016 Eyes on the Prize For the majority of investors, 2015 was a difficult year. The S&P 500, Dow Jones Industrial Average, most foreign equities and most commodities all notched losses for the year. Neither Vailshire Capital Management nor its clients are surprised or overly concerned with …
Memo to: Vailshire Clients From: Jeffrey W. Ross, MD, RIA Date: October 1, 2015 When Bad News is Good News Warren Buffett, considered by many to be the greatest investor to have ever lived, has said, “Bad news is the friend of the long-‐term investor.” This is because bad news—whether brought about by …
