CLIENT EVENTS

Customer Appreciation Event January 19, 2017

 

10-15 Associates hosted their semi-annual customer appreciation event on January 19th at Villa Borghese in Wappingers Falls, New York. Over 200 enthusiastic clients and guests were in attendance to hear Chief Investment Officer, Deborah DeMatteo, deliver her 2017 Market Forecast. Deborah’s presentation was broken into; where we’ve been, where we are, and where we might be going. She provided a forecast on the direction of the markets, a recap of key events in the second half of 2016, and described significant themes to watch for as we approach the end of the year. Deborah’s complete presentation can be viewed below.

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this newsletter, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from 10-15 Associates. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.

10-15 Associates 2016 Half-Time Report

 

In July, 10-15 Associates’ managing director and chief investment officer, Deborah DeMatteo, presented the 2016 Half-Time Report at the Crowne Plaza in Suffern, New York. In this presentation Deborah provided analysis regarding macro trends and related current events. As a certified financial planner, Deborah has thirty years of financial planning and asset management experience.

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this newsletter will be profitable, will equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Because of various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of or as a substitute for personalized investment advice from 10-15 Associates. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his or her individual situation, he or she is encouraged to consult with the professional advisor of his or her choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
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