November 2023

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

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

April 2023

April 2023 – In this issue IPO Performance Demystified Investment Account Protections From Institutional Insolvency Student Loan Forgiveness on the Docket Tax-Smart Charitable Giving 2023 First Quarter Investment Report Download

March 2023

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

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