Newsletter

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

Aren't You Glad You Are In The Markets?

Monday, March 6, 2017

2016 turned out to be a good year for stocks. The year started down, but turnaround happened. And then, between Election Day 2016 and recently, the market added another spectacular two trillion in value. 

2016 Year End Newsletter

Dear Clients & Friends, 

2016 is coming to an end and what a year it has been!  The unexpected occurred with immediate positive results even as the media assured us that the markets and citizens hate uncertainty and will avoid it.

But when has there ever been anything but uncertainty? 

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