Client Updates

April 2, 2020:   April's client letter will be mailed shortly.  To read it now, click this link:   April 2020 Client Letter

April 1, 2020:  Recently, the CARES Act was enacted, and we have seen reports that required minimum distributions (RMDs) from some retirement accounts have been waived for 2020.  If this could affect your plans for retirement account distributions, you may want to consult your tax adviser soon.

March 25, 2020:  Colorado Governor Jared Polis has issued a “stay at home” order for the state of Colorado.  We understand that essential businesses, including those such as J. V. Bruni and Company in financial services, can remain open under this order.  In the unlikely event that we are required to close our main office, we will operate from our backup location.  If your phone call to our office is not answered, please leave a brief, clear message and call-back number.  We will call you back.

March 24, 2020:  The average daily volatility of the S&P 500 index was approximately 0.57% in 2019.  Over the last 30 days, that figure has jumped to about 4.56%.  Moreover, the large-cap S&P 500's recent volatility has understated that of mid-sized and smaller stocks--which is typical.  We focus on bargains wherever we find them, and thus we own large-cap, mid-cap and small-cap stocks in our pursuit of superior long-term results.  With market volatility (and fear) come opportunities.

March 23, 2020:  Our normal means of communicating to our overall clientele is through our monthly letters--and sometimes additional updates at mid-month.  Our most recent mid-month update was mailed today.  If there is a need for additional communication for the benefit of all clients, we will use this section of our company website.

OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

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WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

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INVESTING FOR
AND IN RETIREMENT

 

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Wait for a fat pitch and then swing for the fences.

Warren Buffett

It is better to own a partial interest in the Hope Diamond than to own all of a rhinestone.

Warren Buffett

When you feel like bragging about a stock, it’s probably time to sell.

John Neff

Opportunity is missed by most people because it is dressed in overalls and looks like work.

Thomas Edison

If everyone indexed, the only word you could use is chaos, catastrophe.

John Bogle, advocate of indexing