Archive for the 'Newsletters' Category

3rd Quarter 2018

Posted on November 7th, 2018 · Posted in Newsletters, Uncategorized

“Although it’s easy to forget sometimes, a share [of stock] is not a lottery ticket… it’s part-ownership of a business…”… read more

2nd Quarter 2018

Posted on August 17th, 2018 · Posted in Newsletters

Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, the former associate… read more

1st Quarter 2018

Posted on April 26th, 2018 · Posted in Newsletters

There is nothing permanent except change. – Heraclitus of Ephesus c. 535 – c. 475 BC The exact translation is… read more

4th Quarter 2017

Posted on January 25th, 2018 · Posted in Newsletters

The year just completed saw strong stock market returns, particularly for growth stocks.  One of the reasons for the strong… read more

What is Bitcoin?

3rd Quarter 2017

Posted on October 25th, 2017 · Posted in Newsletters

The stock markets around the world continued to quietly churn higher in the 3rd quarter.  Somewhere, the phrase “the most… read more

2nd Quarter 2017

Posted on July 25th, 2017 · Posted in Newsletters

Unpopular and Underperforming Funds? – Strange Decisions This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more

1st Quarter 2017

Posted on April 25th, 2017 · Posted in Newsletters

The Fiduciary Rule First off, helping people with their financial affairs as a fiduciary is nothing new.  It simply means… read more

4th Quarter 2016

Posted on January 25th, 2017 · Posted in Newsletters

Ah, but I was so much older then, I’m younger than that now – Bob Dylan, “My Back Pages”, 1964… read more

3rd Quarter 2016

Posted on October 25th, 2016 · Posted in Newsletters

 Our approach to cross-sell is needs-based as some customers will benefit from more products, and some may need fewer. —… read more

2nd Quarter 2016

Posted on July 25th, 2016 · Posted in Newsletters

Should I Stay or Should I Go The English band The Clash had no idea in 1981 how prescient the… read more