Newsletters & Other Commentary
Newsletters
3Q2020 - quarterly market update & commentary
2020-9 Is the Stock Market Divorced From Reality?
2Q2020 - quarterly market update & commentary
1Q2020 - quarterly market update & commentary
These are the times.....to remain disciplined
2Q2019 - quarterly market update & commentary
2019 Mutual Fund Landscape Report
1Q2019 - quarterly market update & commentary
4Q2018 - quarterly market update & commentary
3Q2018 - quarterly market update & commentary
2Q2018 - quarterly market update & commentary
2018 Mutual Fund Landscape Report
1Q2018 - quarterly market update & commentary
4Q2017 - quarterly market update & commentary & 2017 annual market review
3Q2017 - quarterly market update & commentary
2Q2017 - quarterly market update & commentary
2017 Mutual Fund Landscape Report
1Q2017 - quarterly market update & commentary
4Q2016 - quarterly market update & commentary
3Q2016 - quarterly market update & commentary
2Q2016 - quarterly market update & commentary
2016 Mutual Fund Landscape Report
1Q2016 - quarterly market update & commentary
4Q2015 - quarterly market update & commentary
3Q2015 - quarterly market update & commentary
2Q2015 - quarterly market update & commentary
2015 Mutual Fund Landscape Report
1Q2015 - quarterly market update & commentary
4Q2014 - quarterly market update & commentary
3Q2014 - quarterly market update & commentary
2014 Mutual Fund Landscape Report
2Q2014 - quarterly market update & commentary
1Q2014 - quarterly market update & commentary
4Q2013 - quarterly market update & commentary
2Q2013 - quarterly market update & commentary
1Q2013 - quarterly market update & commentary
4Q2012 - quarterly market update & commentary
3Q2012 - quarterly market update & commentary
2Q2012 - quarterly market update & commentary
1Q2012 - quarterly market update & commentary
1Q2012 - interim market update & commentary
4Q2011 - quarterly market update & commentary
3Q2011 - quarterly market update & commentary
2Q2011 - quarterly market update & commentary
1Q2011 - market update, stocks v bonds, and MPT primer
Retirement planning
Overview of Retirement Planning
Portfolio Management in Retirement
Tax planning
Portfolio management
Predicting future stock market returns
Active management versus index results: 2005-2010
Is it possible to time the market?
Are you investing or speculating?
Overview of Equity Asset Classes
Estate planning
The Two E's of Estate Planning
Insurance planning
The Basics of Insurance Planning
Fee-only versus Fee-based
The difference between fee-only and fee-based financial advisors
The "CFP" designation
What is the "CFP" designation?