15 Apr 2021

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Sensational Small-Caps The Gift that Keeps On Giving Pandemic Volatility Subsides The Big Picture Click here to read the issue: Q1 2021 Portfolio Insights

14 Jan 2021

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Value & Growth Investing 2021 Tax Planning The Big Picture Click here to read the issue: Q4 2020 Portfolio Insights

18 Oct 2020

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Are Elections Bad for Markets? Presidential Markets The Big Picture Click here to read the issue: Q3 2020 Portfolio Insights

16 Jul 2020

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review CARES Act Summary The Big Picture Click here to read the issue: Q2 2020 Portfolio Insights

16 Apr 2020

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review CARES Act Summary The Big Picture Click here to read the issue: Q1 2020 Portfolio Insights

12 Jan 2020

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Tax Planning Opportunities The Big Picture Click here to read the issue: Q4 2019 Portfolio Insights

12 Oct 2019

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Paying Too Much for Medicare? Tax Plan Opportunities Phases of Retirement The Big Picture Click here to read the issue:  3Q 2019 Portfolio Insights

12 Jul 2019

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Big Picture & Fast Facts Click here to read the issue: Q2 2019 Portfolio Insights

12 Apr 2019

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review The Most Powerful Man in the World Rethinking Bear Market Definition The Big Picture & Fast Facts Click here to read the issue: Q1 2019 Portfolio Insights

9 Jan 2019

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review At Lease We Didn’t Do Alternatives Yield Curve Inversion The Big Picture & Fast Facts Click here to read the issue: Q4 2018 Portfolio Insights