As I noted last week, this year’s Investor Social is full beyond capacity, so unless you’ve already reserved a spot, I won’t see you in person tonight. Not to worry, we’re going to find a bigger venue next year and may try and figure out video for a webcast (we’ll see). I don’t want to steal too much of my own thunder and am kind of wiped out from preparing,… Read More
Last week, I said I would preview slides from the 5th Annual Investor Social on January 30th. Before I go any further, I want to announce that we’ve hit capacity on the Investor Social and can’t accept any more RSVPs. We’re going to have to find a new venue for next year! Thank you to everyone that is attending! Last week, I showed a slide that I’ll discuss but offered… Read More
We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review The Silver Lining of Bond Losses Inside the Economy Secure Act 2.0 The Big Picture Click here to read the issue: Q4 2022 Portfolio Insights
After two years of staying home, Acropolis is hosting our 5th Annual Investor Social (invite below). I thought it would be fun to preview some of the slides leading up to the event, partly in hopes of drawing folks and partly to give the out-of-towners who weren’t invited some of the content (I’ll be happy to email the presentation after the event to those who missed it). This week, I… Read More
