Newsletter

Enjoy this month’s edition that features a review of November investment returns, an announcement of 2024 contribution guidelines by the IRS and an explanation of why we include international companies in our portfolios.

Enjoy this month’s edition that features a perspective on bonds and their relationship with stocks, as well as a note regarding new rules when writing checks with Schwab.

Enjoy this month’s edition that features a note about your monthly Schwab statement, a tip to avoid a new type of cyber fraud as well as a review of the stock market so far this year.

September statements:

Enjoy this month’s edition that features an update on the conversion to Schwab, an explanation of diversification within our portfolios and a reminder that those 50 and older can make catch-up contributions to their retirement accounts.

Enjoy this month’s edition that features a reminder about the merger of TD Ameritrade and Schwab, plus some perspective about the stock market and current events.

TD Ameritrade transition to Schwab update:

Enjoy this month’s edition that features a look at the economy, a review of the stock market’s first six months of the year and a reminder of the September transition from TD Ameritrade to Schwab.

Enjoy this month’s edition that features a market review, mid-year stock market results and a summary of bonds.

Enjoy this month’s edition that features a notice about the TD Ameritrade merger with Schwab and notes on the economy and the markets.

Enjoy this month’s edition that features an introduction to our new employee as well as a review of short and long-term views on the stock market.

Enjoy this month’s edition that features a segment on how we invest in changing economic conditions, a reminder that we own what you own, and a review of the market.