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November 2023 – In this issue Charitable Contribution Complexity The Bumpy Part of the Roller Coaster Monthly Market Commentary What Happens When You Fail at Market Timing Download

October 2023 – In this issue Opportunities in a Downturn Heads I Was Good Tails, My Luck Was Bad The Looming Revert 2023 Third Quarter Investment Report Download

September 2023 – In this issue Strive for Antifragile, Accept Resilient, and Don’t Rely on Crowd Funding Bond Complexities Housing Starts in Decline Download

August 2023 – In this issue Bankruptcy Epidemic Buying International Exploring the Digital Dollar Sizable Cites Rates Moving Rates Download

July 2023 – In this issue Faulty Forecasts Recession Returns Spending in the Golden Years 2023 Second Quarter Investment Report Download

June 2023 – In this issue Diminishing Stock Market More Jobs, Healthy Economy Share Repurchasing Demand Going Down? Working Hours Download

May 2023 – In this issue Market Turbulence Ahead Game of Chicken Losing Value Slowly Download

March 2023 – In this issue Backdoor Loophole Bond rate Apples to Apples Volatile Gas Prices The Declining Quality of Corporate Earnings Rediscovering Budgeting What to Store With Your Estate … Read More

January 2023 – In this issue Oil’s Return to Normalcy Trends and Forecasts Worst-Case Investing The Newly-Passed Secure Act 2.0 2022 Investment Report Download