What a week! I had several appointments that were very productive. I was also working feverishly to tie up some loose ends before I set off for Boston next week (No, I’m not going to a Celtics game. They beat my Pistons!). I have been asked to speak to a group of advisors and some company executives on “Using Monte Carlo Simulation in a Financial Planning Context.” The company, Oracle, has a product called Crystal Ball which I’ve been using for 10+ years now. I will demonstrate how I use it in financial planning. There will be another person speaking on using Crystal Ball in portfolio management. Afterwards, I will travel up to New England to visit with a client, take some time to relax, hike, and visit some old friends.
I have been writing a monthly newsletter and e-mailing it to clients and others for about 6 months now. The responses I’ve received have been great, which encourages me to continue. Today I sent out a separate, periodic report and will continue to do so whenever the situation warrants.