Category Archives: Client Letters

Volatility Will Continue, But Nimble Investors Will Make Money

June 8, 2012 Dear Valued Client(s): Now that our move to our new office in the Medical Arts Building is over, I have had time to put together some thoughts on what is going on in the world, and I … Continue reading

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Client Letter on New Employee Ted Pavlovich & Discussion of Markets

Dear Valued Client – I am extremely pleased to announce that we have hired a new Vice President-Wealth Management at Blue Water.  Mr. Ted A. Pavlovich joined the Company on November 21st.  Ted has over 28 years experience as a … Continue reading

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Letter to Clients With Market Commentary 11/04/2011

Dear Client(s): This is an update on the economic and market situation, which we thought might be useful to you.  The European financial crisis is dominating the news again this week.  Now there is some risk that the whole deal … Continue reading

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Client Letter on European Crisis and US Recession Threat

September 27, 2011  Dear Valued Client(s):  Naturally with all the market volatility observed since early July, there may be a fair amount of concern amongst some investors about the potential impacts on portfolios of the major financial crisis in Europe … Continue reading

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Letter to Clients on Bear Market

August 29, 2011 Dear Valued Client: The stock markets have rallied strongly over the last few days, and some observers think we’ve already seen the bottom of the stock correction.  However, that is just wishful thinking.  We are in a … Continue reading

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Letter: Protecting Portfolios During the Crisis

Dear Client(s): This is just a note to update you on what we are doing to handle the market’s reaction to the crises in the Middle East-North Africa (MENA) region and the earthquake/tsunami/nuclear emergency in Japan.  Today’s news about Japan’s … Continue reading

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