Newsletters
Newsletters. Click on the date to open. (All open in Adobe Acrobat)
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- A Breakout Quarter for Small and Mid Cap Stocks
- There's an Election?
- Annuity Sales are Booming. But Why?
- High Yielding Cash Accounts with FDIC protection
- CIM Privacy Policy - Client Information
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- But Will You Love Me Next Quarter?
- Where To Next?
- Have You Ever Wondered About The Difference Between FDIC and SIPC?
- Options for Seniors, including Continuing Care Retirement Communities
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- A New High and a Round Number
- Bonds: You Can't Live With Them and You Can't Live Without Them
- Tax Cost Basis Versus Performance
- New Vanguard CEO Appointment Breaks The Mold
- What Is An EA?
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- Stocks Continue to Rise, While Bonds Stumble
- Which is the Better Benchmark, the Dow or the S&P 500?
- Compound Interest
- Why the Need for Tax Returns?
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- Stocks Had a Good Year But Hold the Champagne
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- 4th Quarter So Far So Good
- US Debt Concerns - If Not Now, Then When?
- Bond Interest Rates Versus Bond Yields
- The Interaction of Stock Prices and Bond Yields
- Why Do They Say It Would Be a Disaster if the US Were to Default on Its Debt
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- Have We Had Better Quarters? Yes
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- Review of the Financial Markets - June 30,2023
- Inflation at Vanguard
- Mail Fraud / Online Payments
- ESG Investing: Opportunities and Challenges
- Is Social Security Running Out of Money
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- What a Difference a Year Makes
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- Review of the Financial Markets - March 31, 2023
- Interest Rates - What a Difference a Year Makes
- How Worried Should I Be About the Security of My Bank Accounts
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- A Second Excellent Quarter
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- Review of the Financial Markets – December 31, 2022
- Looking Ahead
- Tax Credit Mayhem for Electric Vehicles
- A Case for Small Financial Advisory Firms
- Finally, The Tide Turned
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- Review of the Financial Markets – September 30, 2022
- Looking Ahead
- 1972 to 2022 - Inflation and Then Some
- Alternative Investments
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- Review of the Financial Markets – June 30, 2022
- What's Ahead for the Next Six Months
- Roth Conversions
- Your Age and Investment Allocation - Sequence of Return Risk
June 2022 Special Bear Market Edition
- CIM Scale of Concern
- History of Consecutive Five-Day S&P Declines
- Equilibrium
- Back to the Future - Unlikely
- Glossary
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- Review of the Financial Markets – March 31, 2022
- The 529 Grandparent Trap Eliminated
- The Latest Scoop on Education Credits
- Study Finds That Couples Who Pool Their Money Stay Together Longer
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- Review of the Financial Markets – Dec 31, 2021
- Why No One Calls Themselves a Stockbroker Anymore
- How to Plan for Long Term Care Cost
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- Review of the Financial Markets – Sept 30, 2021
- There are Bonds and There are High Yield Bonds
- Is the Inflation Spike Going to Continue?
- What to Expect if Corporate Taxes are Increased
- What Happens if the US Defaults on its Debts
- Review of the Financial Markets – June 30, 2021
- It’s finally time to transition to Vanguard’s newer platform (by phone)
- It’s time to do a review of other custodian possibilities
- Inheritances to total $75 trillion
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Spring 2021
- Review of the Financial Markets – March 31, 2021
- Inflation Concerns or Maybe Not
- ESG Investing and Potential Political Influences
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- Review of the Financial Markets - December 31, 2020
- An Action Plan for Long Term Care
- The Pandemic Impact on Elder Care Facilities
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- Review of the Financial Markets – September 30, 2020
- What Percentage Should You Have in Foreign Stocks?
- The Role of Bonds in Your Portfolio
- Keep Your Contact Information Current
- Vanguard Customer Service
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- Review of the Financial Markets at June 30, 2020
- Stock Investing – Why Does the Stock Market Keep Going Up?
- Misleading Headlines
- Market Uncertainty
- Stock vs Bonds
- Market Predictions
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Spring 2020
- Review of the Financial Markets at March 31, 2020
- Stock Investing – A Marathon Not a Sprint
- Love the Bear Market
- Action by the Federal Reserve and Congress
- Living in Interesting Times
Winter 2020
- Review of the Financial Markets at December 31, 2019
- Previous Middle East Flash Points
- The End of Retirement
- Impact on Pensions and IRA’s of the SECURE Act
Fall 2019
- Review of the Financial Markets at September 30, 2019
- Reporter’s Roundup
Grandparent 529 Accounts
Avoid Probating a Will
- Q&A - Recessions
Summer 2019
- Review of the Financial Markets at June 30, 2019
- Reporter’s Roundup
- Inflation
- Buy and Sell Signals
- Long Term Care
- Q&A - Diminshed Capacity
Spring 2019
- Review of the Financial Markets at March 31, 2019
- Morningstar’s Ratings of Vanguard Bond Funds
- Medical Costs in Retirement
Winter 2019
- Review of the Financial Markets at December 31, 2018
- Market Volatility 2018 vs 2017
- Vanguard’s Economic and Market Outlook for 2019
- Dealing with Volatility
Fall 2018
- Review of the Financial Markets at September 30, 2018
- The Past Crisis
- The Next Crisis
- Are The Markets Safer Than In 2008?
Summer 2018
- Review of the Financial Markets at June 30, 2018
- Reporters’ Round Up
- Chances of a Global Trade War on the Rise
More About the Alleged “Upgrade"
Changing Beneficiaries
- Warren Buffett on Brown Capital Management
Spring 2018
- Review of the Financial Markets at March 31, 2018
- What are the Chances of a Global Trade War
- Market Corrections vs Fund Performance
- Inflation Over The Years
Winter 2018
- Review of the Financial Markets at December 31, 2017
- Vanguard and Security Issues
- Vanguard Ends Assigned Account Representatives
- Tax Deductions and Exemptions
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