Letters to Clients

You likely have an outfit or two in your closet that looked super en vogue at the time, but now would be almost embarrassing to wear. You also likely have an outfit or two that is classic and timeless. This is exactly why we are have included a selection of letters that were sent our clients over the years. We want you to see how we manage money and how we communicate with clients doesn't change day-by-day like some other advisors.

Summer Reading List

Summer Reading List 2015

Summer Reading List 2016

Summer Reading List 2017

Summer Reading List 2018

Summer Reading List 2019

Summer Reading List 2020

Summer Reading List 2021

Summer Reading List 2022

Summer Reading List 2023

Letters to Clients

Progress Not Perfection 

Progress Not Perfection - August 2015

Everything is Going to be Okay

Everything Is Going To Be Okay - July 2016

Emotions and Investing

Emotions and Investing - September 2017

Mr. Home Depot

Mr. Home Depot - April 2019

What I Know

What I Know - April 2020

A Very Emotional Three Months

A Very Emotional Three Months - June 2020

Routines Disrupted

Routines Disrupted

Blockbuster Video and the Art of Forecasting

Blockbuster Video and the art of Forcasting - October 2021

Sometimes it is Hard to Stay Optimistic

Sometimes it is Hard to be Optimistic - June 202

Lottery Predections

Lottery Predictions - January 2023

A Second Decade Fight

A Second Decade Fight - June 2023

Urge to do Something

The Urge to do Something - April 2024 

What's for Dinner

What's for Dinner - September 2024

Impact Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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