Newsletter

April 2019 Newsletter

April 2019

We just witnessed history as the S&P500 and the NASDAQ reached record highs on Tuesday, April 23.  One of our common refrains is to ignore the news media - at least as it relates to your investment portfolio.  If you strictly followed that advice, you saved yourself six months of media nonsense.

January 2019 Newsletter

January 2019

We are currently sending consolidated statements showing the market value of your accounts on the last trading day of 2018.  2018 was an up and down year as you all know, but almost 100% of you have been ignoring those market gyrations. So have we. When we do consider them, we reflect upon the opportunities lower markets provide. 

November 2018 Newsletter

November 2018

“THE REAL Long Term Risk in Equities is NOT OWNING THEM." -Nick Murray, Simple Wealth, Inevitable Wealth, c 1999.

August 2018 Newsletter

August 2, 2018

May 2018 Newsletter

May 4, 2018

Yes, the Market is Volatile and Unpredictable Until You Become a Long Term Investor!

February 6, 2018

I have been living with the market for a long time - not my life span, but long enough to experience fun, exciting, and frightening times. Market volatility is inevitable.  You get used to it in time…all successful investors do.

December 2017 Newsletter

December, 2017

August 2017 Update

Dear Clients:

July 2017 Newsletter

Dear Clients:

June 30, 2017 Market Values Account Summary will be arriving in the mail within the next week.  It has been a good six months for the market.  The DJIA and the S&P 500 are up over 9%, the NASDAQ over 16%, and the MSCI World over 10%.  Total returns on bonds are up between 1 and 5% depending on type of bond. 

June 2017 Newsletter

June 5, 2017

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