First Quarter

Why Buffett is Bullish on Stocks: A Q1 letter to clients

Tuesday, April 2nd, 2013

Why Buffett is bullish on stocks: A Q1 letter to clients by Dan Richards, ClientInsights.ca Monday, April 01, 2013 Since 2008, I have posted templates to serve as a starting point for advisors looking to send clients an overview of the year that just ended and the outlook for the period ahead.Advisors have told me […]


A Q3 Letter to Clients – Insights from a Wall Street Legend

Wednesday, October 3rd, 2012

by Dan Richards, ClientInsights.ca Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients an overview of the past 90 days and the outlook for the period ahead. Advisors have told me they’ve received a great response to these letters and […]


Mid-year Client Letter: Wisdom from Three Veterans of 50 Years on Wall Street

Tuesday, July 3rd, 2012

Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients an overview of the past 90 days and the outlook for the period ahead. Advisors have told me that they’ve received a great response to these quarterly letters and the templates […]


A Q1 letter to clients: Bernanke, Buffett and Siegel on the Prospects Ahead

Wednesday, April 4th, 2012

Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients a summary of what’s happened in the past 90 days; and the outlook for the period ahead. Advisors have told me that they’ve got a great response to these quarterly letters […]


A Q1 Letter to Clients – Two Critical Lessons from Japan

Wednesday, May 11th, 2011

An end of quarter letter to clients – Investment advice from Mark Twain Given recent events in Japan and North Africa, many clients are looking to their advisors for direction on what they should do. This template for an end of quarter letter is intended to be a starting point for your own letter to […]


Warren Buffett on investing in a climate of fear – a Q1 letter to send clients

Tuesday, March 30th, 2010

An important note: Over the past 18 months, the quarterly templates for a client letter have ranked among the most popular features on this site. Research with investors has identified the five elements of an effective client letter. It has to be: 1. balanced in outlook 2. candid 3. short enough for clients to get […]


Financial Advisor Coaching Quarterly Review

Thursday, March 26th, 2009

Congratulations! You have almost completed the first quarter of 2009. Spencer Johnson’s Peaks And Valleys talks about we linger too long in the valley because we focus on what is missing and we fail to stay at the peak because we don’t celebrate what we have completed because we are too busy trying to get […]