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

9 Jan 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 The New Tax Laws and You What is Bitcoin, Anyway? The Big Picture & Fast Facts Click here to read the issue:  2017 Q4 Portfolio Insights

9 Oct 2017

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 Forecasting Expected Returns Retirement Rules of Thumb Click here to read the issue:  2017 Q3 Portfolio Insights

7 Jul 2017

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 Fed’s New Conundrum Inside the Yield Curve Social Security’s Taxation Maze The Big Picture & Fast Facts Click here to read the issue:  2017 Q2 Portfolio Insights

9 Apr 2017

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 Reform & Municipal Bonds Overseas Stocks for the Long Run The Big Picture & Fast Facts Click here to read the issue:  2017 Q1 Portfolio Insights

9 Jan 2017

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 TIPs Behaving Badly Where Will Stocks Finish in 2017? Dow 20,000 is Upon Us The Big Picture & Fast Facts Click here to read the issue:  2016 Q4 Portfolio Insights

9 Oct 2016

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 Bulls, Bears, Donkeys & Elephants The Big Picture and Fast Facts Click here to read the issue:  2016 Q3 Portfolio Insights

9 Jul 2016

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 Europe’s Brexistential Crisis The Market Hates Uncertainty Compliance Corner:  Custody The Big Picture and Fast Facts Click here to read the issue: 2016 Q2 Portfolio Insights

18 Apr 2016

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 Healthy Aging Strategies Drawdowns:  A New Perspective Is Value Investing Dead? The Big Picture and Fast Facts Click here to read the issue:  2016 Q1 Portfolio Insights