August 2015

Monthly Archives

  • Important Announcement

    Dear Client, We are excited to announce that on September 1, 2015, The Main Street Group will become its own Registered Investment Adviser (RIA). Your current Strategic Asset Management (SAM) account with LPL Financial will now be called a SWM (Strategic Wealth Management) account, but its account number will not change. The assets in the […]

  • Comments on Recent Market Volatility

    Please review this letter from LPL’s Chief Investment Officer, Burt White,¬†reflecting his views on the recent market decline. Dear Valued Investor: August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common. It is quite normal for stock prices to decline at some point almost every […]

  • Client Event at James River Cellars, 2015

    Thank you to all who kicked off the weekend with us at Fridays on the Patio, an event series hosted at James River Cellars. From the wine tasting to the great company and live music provided by The Taters, it was a fun-filled evening. If you couldn’t make it this year, we look forward to […]