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Newsletters

January 2024: Core Strategy 2024
January 2023: Core Strategy 2023
May 2022: Core Strategy 2022
May 2022: Headwinds
January 2021: Core Strategy 2021
March 2020: Bears and Bulls
January 2020: Core Strategy 2020
January 2019: Core Strategy 2019
January 2018: Core Strategy 2018
January 2017: Core Strategy 2017
November 2016: Game Changer
June 2016: Brexit Turmoil
January 2016: Core Strategy 2016
August 2015: Market Sell-Off
January 2015: Core Strategy 2015
December 2014: Bears Out There
February 2014: 2014 Core Strategy Document (pdf)
December 2013: The Paradox of Wealth
June 2013: Good News is Bad News
January 2013: 2013 Core Strategy
November, 2012: Burn Baby Burn
June, 2011: Winner, Winner, Chicken Dinner
December, 2010: The Way We Live Now
June, 2010: Amazing But True!
May, 2010: Now You See It...
December, 2009: Equity Valuation
October, 2009: IRA to Roth IRA Conversion
July, 2009: Personal Investment Forecasting
May, 2009: Out of the Woods
November, 2008: All That Glitters
October, 2008: Steady Course
September, 2008: Money Market Funds
August, 2008: Annuities
July, 2008: REITs
June, 2008: Preferred Stock
April, 2008: Inflation
March, 2008: Bear Markets
December, 2007: Cash Is King
November, 2007: Stocktober!
September, 2007: Belt and Suspenders
July, 2007: Home, Sweet Home
May, 2007: The Alpha-Beta Soup
March, 2007: Hedge Fund Math
January, 2007: Exchange-Traded Fund (ETF) Efficiency
December, 2006: New Investment Costs
November, 2006: Master Limited Partnerships