Annual Client Satisfaction Survey: Please help us improve the services we provide you by taking this short 1minute survey. Here is the link. D3 Client Survey
Affordable Family Office Client Plan Updates and Performance Reports: If you have not already done so, please call Patty to set up an appointment to review your updated plan and your semi-annual performance reports.
Advanced Portfolio Management Client Performance Reports: If you have not already done so, please give Patty a call to set up an appointment to review your portfolio performance reports.
If anyone is having any issues logging onto or navigating your new client portal, please give the office a call. Any of our staff will be able to assist you.
Bring your friends to the Downers Grove Art Festival on September 10th and 11th: If you are looking for some original artwork or jewelry come check out this art show. D3 Financial Counselors is the presenting sponsor, and will have volunteers at the information booth. Below is a link with pertinent information.
Downers Grove Fine Arts Festival September 10-11, 2015 | Downtown Downers Grove
Reflective of summer vacations, August was a ho-hum month for the markets. The S&P 500 was up less than 0.2% during the month. Small Cap stocks were up about 1.4% and International Markets were flat (up less than 0.1%). Yields on taxable and municipal bonds slightly increased, leaving the Barclay’s Aggregate bond index down less than 0.2% for the month.
Even the presidential national conventions were ho-hum. The employment report that was released last Friday was also ho-hum. The highlight for the month for many, was the Olympics, but except for the commercials with all of the U.S. gold medal winners, most people have moved onto football season.
We continue to invest based on the premise that the economy and the markets will move forward despite the concerns of how ineffective our government has been and will be. We expect slow, yet fragile economic growth. Demographics may be the most important force driving our economy in the future.
As you all know, our long term perspective drives our investment thesis. As stated above, our investment thesis remains slow, fragile economic growth. Until fiscal stimulus comes into vogue or Millennials start spending more money, the catalyst for faster growth is missing. Diversified portfolios focused on risk adjusted returns remains a logical approach to achieving your financial goals. We look forward to reviewing your portfolio performance in the context of your goals during September.
Bring a friend out to the Downers Grove Art Festival this weekend. Thank you for your confidence in D3.