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A Mid-Year Letter to Clients: A Positive Outlook on America

July 9th, 2013

by Dan Richards

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Dan Richards

For the past five years, each quarter I’ve posted templates to serve as a starting point for advisors looking to send clients an overview of the three months that just ended and the outlook for the period ahead.

Advisors have told me they’ve received a great response to these letters and the templates rank among my most popular articles – that’s continues the case given today’s uncertainty.

Need a keynote speaker for your conference?

Dan Richards

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Dan shares fresh, leading-edge perspectives on ways to attract new clients and communicate more effectively with existing ones – and helps each audience member create a personalized plan of action to grow their business and better serve their clients.

For more information about booking one of today’s top experts on client marketing for your next conference, contact info@clientinsights.ca or call 416 900-0968.

This letter has three components:

  1. An update on performance
  2. Some perspectives on the outlook for the U.S. economy from sources that are more detached than normal observers
  3. Your recommendations for the period ahead

Use as much or as little of the content as is appropriate for you. And a reminder that if you’re going to use this letter, customize it to reflect your own language and approach.

July 2013: The first half of 2013 in review

“The greatness of America lies not in being more enlightened than any other nation, but rather in her ability to repair her faults.”

Alexis de Toqueville, Democracy in America, 1835

With the first half of 2013 behind us, I’m writing to summarize market developments since the start of the year and to share my thoughts on positioning portfolios for the period ahead. First though, a quick recap of the first half of 2013.

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