Newsletters
December 2025/January 2026: What 2025 Taught Us: Three Lessons Worth Bringing into 2026 and Beyond
November 2025: Investing in the Age of AI: Own Innovation, Avoid Overconcentration
October 2025: The Fed's Balancing Act: Inflation, Jobs & Markets
September 2025: Don't Bet on the Last Winner: Investing Across Borders
August 2025: Tariffs and Inflation: Expectations Meet Reality
July 2025: 2025 Mid-Year Outlook
June 2025: Were You Nervous Earlier This Year? Revisit Risk Tolerance
May 2025: Your Guide to Navigating Volatile Markets
April 2025: The Hidden Cost of Tax Refunds
March 2025: Social Media and Investor Overconfidence
February 2025: Tariffs in 2025: Risks and Implications for Your Portfolio
November 2024: Your Reminder to Not Play Politics With Your Portfolio
October 2024: Rate Cuts and Your Investments
September 2024: The Role of Bonds in Diverse Portfolios
August 2024: Economic Impact of Rising Debt
July 2024: 2024 Mid-Year Outlook
June 2024: Balancing Act - Navigating Risks and Returns in Modern Investing
May 2024: 3 Reasons Why You Want a Smaller Tax Refund Next Year
April 2024: Don't Play Politics with Your Portfolio in 2024
February/March 2024: Navigating and Overcoming Behavioral Biases in Investing
January 2024: Is It a Good Time to Invest?