Letter to Clients: 1st Quarter 2019
On behalf of the entire team at DV Financial, we hope you and your loved ones enjoyed a wonderful holiday season, and we wish you a safe, happy, and prosperous New Year.
Insights & Other Important Communication
On behalf of the entire team at DV Financial, we hope you and your loved ones enjoyed a wonderful holiday season, and we wish you a safe, happy, and prosperous New Year.
Autumn is probably my favorite season, although maybe that is just because it is the current season. I like the change of seasons. It is one of the reasons I love living in Iowa; we have four separate and distinct seasons which gives truth to old maxim, “if you don’t like the weather, wait five minutes and it will change“. On rare occasion, a change in the weather can quickly go from perfect to a disaster.
Earlier this week you may have received a letter from Investment Advisors Corp. (IAC) with the bold headline “Please Review – Important Information Regarding Your Investment Advisory Account”, a copy of which can be viewed here: IAC Letter. The letter explains the recent announcement where IAC has entered into a new agreement with Cambridge Investment Research Advisors, Inc. and explains how it effects their clients as well as the decisions and actions those clients must face.
You may have noticed that this quarter’s letter is a bit later than usual. You can blame me personally.