I'm pleased to publish the latest edition of our Private Client Newsletter, incorporating some important tax planning ideas for the end of the tax year. We also try to illustrate yet more short-comings from active fund managers, most of whom appear to have been taken by surprise by the strongest start to the year for stocks since the 1980s. If the professionals...
We recently undertook a Client Satisfaction Survey, polling existing clients about how they perceive our service. We are pleased to publish the results in full: 1. How satisfied are you with the level of service provided by KBWM? 100% said "extremely satisfied" or "very satisfied." 2. Compared to other financial advisers, is our service better, worse, or about the same? 70% said "much better." 10%...
I'm pleased to publish the latest edition of our Private Client Newsletter, including a first look at the results of our client survey which was carried out last month. The full breakdown of responses should feature on our blog soon, including some testimonials, but we have included a quick preview in this newsletter. November 2012 KBWM Private Client Newsletter (requires Adobe Reader) As...