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Client Letters

Client Letter | Waiting for New Highs | March 1, 2023
Client Letter | Waiting for New Highs | March 1, 2023

Financial markets have experienced quite a bit of change this year in just two short months.

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Arvind VenMarch 5, 2023
Client Letter | Looking at 2023 | January 4, 2023
Client Letter | Looking at 2023 | January 4, 2023

The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes.

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Bradley CableJanuary 22, 2023
Client Letter | Outlook 2023: Finding Balance | December 6, 2022
Client Letter | Outlook 2023: Finding Balance | December 6, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.

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Bradley CableDecember 8, 2022
Client Letter | Looking Ahead | November 2, 2022
Client Letter | Looking Ahead | November 2, 2022

LPL Research discusses why there may be emerging reasons to believe that the next year may be more constructive than the last.

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Bradley CableNovember 3, 2022
Client Letter | Could the Worst be Behind Us? | October 5, 2022
Client Letter | Could the Worst be Behind Us? | October 5, 2022

Stocks and bonds are both down significantly. Elevated food and gas prices continue to stretch budgets, and higher interest rates have increased borrowing costs.

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Bradley CableOctober 7, 2022
Client Letter | High Inflation and Rising Interest Rates | September 28, 2022
Client Letter | High Inflation and Rising Interest Rates | September 28, 2022

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates…

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Bradley CableOctober 3, 2022
Client Letter | The Best and Worst of Times | September 7, 2022
Client Letter | The Best and Worst of Times | September 7, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.

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Bradley CableSeptember 14, 2022
Client Letter | Big Week for Market Watchers | August 3, 2022
Client Letter | Big Week for Market Watchers | August 3, 2022

LPL Research discusses why last week was epic for market-watchers, as wells as what could be in store for August.

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Bradley CableAugust 9, 2022
Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022
Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon.

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Bradley CableJuly 19, 2022
Client Letter | A Bear Market is Officially Here | June 14, 2022
Client Letter | A Bear Market is Officially Here | June 14, 2022

A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now…

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Bradley CableJune 14, 2022
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
Client Letter | Bull Market Hangs By a Thread | June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).

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Bradley CableMay 11, 2022
Client Letter | April Showers Bring May Flowers | May 4, 2022
Client Letter | April Showers Bring May Flowers | May 4, 2022

As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us.

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Bradley CableMay 6, 2022
Client Letter | A Ways to Go | April 7, 2022
Client Letter | A Ways to Go | April 7, 2022

According to the guidance of revered investor Sir John Templeton, it appears to us that this market may have a bit more left in the tank.

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Bradley CableApril 11, 2022
Client Letter | Navigating Geopolitical Tensions | March 3, 2022
Client Letter | Navigating Geopolitical Tensions | March 3, 2022

The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost.

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Bradley CableMarch 9, 2022
Client Letter | Positivity Amidst Uncertainty | February 24, 2022
Client Letter | Positivity Amidst Uncertainty | February 24, 2022

Though stocks and geopolitical worries have made 2022 get off to a rocky start, LPL Research shares why there may still be some positive news.

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Bradley CableFebruary 25, 2022
Client Letter | Stocks' Road Ahead | February 3, 2022
Client Letter | Stocks' Road Ahead | February 3, 2022

LPL Research shares why stock's recent volatility may not be cause for concern just yet.

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Bradley CableFebruary 8, 2022
Client Letter | New Beginnings in 2022 | January 6, 2022
Client Letter | New Beginnings in 2022 | January 6, 2022

With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors…

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Bradley CableJanuary 18, 2022
Client Letter | Outlook 2022: Passing the Baton | December 9, 2021
Client Letter | Outlook 2022: Passing the Baton | December 9, 2021

LPL Research shares investment insights and marketing guidance as we head into 2022.

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Bradley CableDecember 16, 2021
Client Letter | Many Reasons to be Thankful | November 4, 2021
Client Letter | Many Reasons to be Thankful | November 4, 2021

Although the past year and a half has tested us all, there are still many reasons to be thankful.

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Bradley CableNovember 5, 2021
Client Letter | Change May Bring Opportunities | October 7, 2021
Client Letter | Change May Bring Opportunities | October 7, 2021

Change is disruptive but it also brings opportunities for the next leg higher for this bull market.

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Bradley CableOctober 13, 2021
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Capital V Group
19925 Stevens Creek Blvd., Suite 100,
Cupertino, CA 95014-2358,
United States
408-725-7122 arvind.ven@lpl.com>
Hours

Arvind Ven is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Financial planning offered through Capital V Group, a registered investment advisor and a separate entity from LPL Financial.

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The financial professionals associated with Capital V Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Arvind Ven | CA | 10080 N. Wolfe Rd., Suite SW3-200, Cupertino, CA 95014| CA Insurance Lic.# 0K31156

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