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

10 Oct 2018

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 Remembering Lehman Brothers As Good As It Gets? The Big Picture & Fast Facts Click here to read the issue:  Q3 2018 Portfolio Insights

10 Jul 2018

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 Changes Coming to the S&P 500 The Risk of Recession The Big Picture & Fast Facts Click here to read the issue:  Q2 2018 Portfolio Insights

9 Apr 2018

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 Tariffs and Trade Wars New at Acropolis The Big Picture & Fast Facts Click here to read the issue: Q1 2018 Portfolio Insights