We have a favour to ask of you!

As you know, ensuring that we are providing the highest level of service to our clients is a top priority. For that reason, Jefferson | Steele Partners has asked ActiFi to conduct an online survey of our clients to help identify ways to better meet your needs. ActiFi is an independent consultant in our industry and will review and analyze the results in complete confidence.

To be clear, this survey initiative is ours personally… this is not a corporate initiative. We have used ActiFi in the past and have learned a great deal from our clients that has helped us serve you better. We would really appreciate your feedback.

Stay tuned for an email from us in early May, with a link that will allow you to access the survey (along with a chance to win a $250 Gift Certificate from the Apple Store).

Thanks in advance for helping us meet our commitment to Excellence in all we do.

— Dwight

Market Review

Global economic weakness and deflationary forces were still at work in the first quarter of 2016. Volatility and uncertainty remained stubborn themes, with markets reacting to major central bank decisions and potential oil supply resolutions.

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Market Outlook Quarterly

The first quarter of 2016 may be worthy of an Oscar. It started with such high hopes after a dismal 2015.

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The Underwear Index

I will try to be brief (no pun intended), we at the Jefferson | Steele Partners are always looking at economic indicators & themes to help us with our asset allocation discussions. From time to time we run into some rather unique economic indicators. This one tells us how Mr. Hanes, Mr. Jockey, Mr. O’the Loom and Mr. Klein think the economy is doing. Enjoy!

— Tyler

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