November 19, 2018
I feel inspired to write you to thank you for looking after my investments and my brother’s so well. In light of this incredibly volatile market, our funds remain basically stable with only relatively small dips. Thank-you for your expertise, your guidance and your support. Thank-you for worrying intensely about our money. Thank-you for being such an excellent financial planner. And thank-you for knowing who to hire as your fabulous support staff. You are much appreciated!