International Monetary Fund

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 […]

Articles You Can Send Clients (August 26, 2009)

Tuesday, August 10th, 2010

During the last week there has been a great deal of interesting and unusual but positive commentary about the upturn in the market and the economy. In our first selections this week, Laszlo Birinyi, who runs an excellent asset management shop, a long-time contributor to Forbes Magazine, and runs, comments that the market rally […]

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 […]