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(Date
Here)
John
Q. Investor
123 Any Street
Anytown, USA 12345
For
My Valued Clients
--
Please Read
Dear
John:
As
you know, I am a committed
professional who is dedicated,
optimistic and balanced in
thought. I value our
relationship and appreciate your
continued confidence and
commitment during 20xx.
As we near
the end of the year, the
foundation of my business has
always been an unwavering pledge
to my clients as well as to
those to whom you personally
introduce or refer to me.
As
such, I would like to share with
you some of the compelling
developments that I feel are
important to you and others
that
you may
know:
(This is where you list
developments.
For example, here are
ideas from 2005...)
-
Hurricane Katrina sent
gasoline and natural gas
prices to record levels,
but
the Federal Reserve has
still vowed to keep
inflation at bay.
-
The average 30-year fixed
mortgage rates are at
their
highest point in six months,
hovering just shy of
the
key 6
percent area.
-
The current federal funds
target is now at 3.75
percent, leaving the key
interest rate at its highest
level since August 2001.
-
The average 401(k) account
balance for someone in their
60s was $136,400 at year-end
2004, down from $143,161 at
year-end 1999, according to
a study released by the
nonpartisan Employee Benefit
Research Institute.
-
More than one in two
Americans (53%) say they
want to keep working just to
stay active and engaged. To
be fair, some 43% say they
want to stay active and they
need the money, according to
a Lee Hecht Harrison survey.
Sources: Dealogic, Dow
Jones Marketwatch.com, NBC News,
New York Stock Exchange, U.S.
Bureau of Labor Statistics,
Conference Board
Opportunities abound, and at
(firm name here) I am
committed to helping you in a
skillful and caring manner.
Thank you for your continued
confidence.
Very truly yours,
(sign
name in blue or red ink here)
(Your Name), (Your
Credentials)
(Your Title)
P.S.
Feel
free to
introduce me to others
you know.
As you do, I pledge
that I
will treat them with the utmost
care, courtesy and respect that
you and I have enjoyed in our
relationship together.
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