Newsletters
"Ignorance is the curse of God; knowledge is the wing wherewith we fly to heaven." -William ShakespeareNEWSLETTERS
2021
December 2021 – Is your Holiday Cup of Cheer half-full or half-empty?
November 2021 – What’s in a name
September 2021 – History as a Guide
August 2021 – College and Ways to Pay For It
July 2021 – Market Corrections and Bear Markets
June 2021 Looking Forward to Summer
May 2021 Effects of Corporate Tax Changes
February 2021 Bitcoin and Cryptocurrency
2020
December 2020 Investor Takeaways from 2020
October 2020 The 2020 Election and your Financial Life Plan
September 2020 Volatile Markets with a Financial Life Plan
August 2020 Health Savings Account
July 2020 Why have Fixed Income in a Portfolio?
June 2020 Market and Economic Downturns
May 2020 What’s different this time?
March 2020 Tax Season and the Value to Filing Early
2019
December 2019 End of the Year Newsletter from CEO
November 2019 IPO’s: Do Returns Live Up to the Hype?
October 2019 Doing Well by Doing Right for Our Planet
September 2019 Let’s Talk Hedge Funds & Warren Buffet
August 2019 Real Estate Investments
July 2019 Global Investing Improves Investment Outcomes
April 2019 Getting to the Point of a Point