by Scott Ronalds

From our Quarterly Report:

During the 2nd Quarter, I spent more time than usual out talking to clients. The bulk of it came during our 10 Years Wiser cele-presentations, but I’ve had the pleasure of doing other talks and meetings as well. It was great to hear the kudos, concerns and questions. Feedback is fuel for all of us.

There definitely were some patterns to the conversations, so I’m going to dedicate this Brief to addressing the topics that came up the most. They include:

• What is Steadyhand going to do over the next 10 years?
  
• What do you think of the market?
  
• How is your new small-cap manager doing?
  
• When is that Global fund going to get going?
  
• I'm coming up to 10 years with you guys. What is it this time? Another hat?

Read Tom's full Brief and the rest of our Report here.