Newsletters
What were we saying at critical market turning points?
2022
April 2022 – A Bumpy Quarter For Most Investors, But You Weathered the Storm Well
January 2022 – 45 Years – Quality. Stability. Confidence.
2021
October 2021 – Worries, Worries, Worries… And Reasons to Stay Optimistic!
July 2021 – Grateful for the first half… Gains likely to Moderate Ahead
April 2021 – What A Difference A Year Makes
January 2021 – Good Riddance 2020, Happy New Year
2020
October 2020 – Increasingly Positive Outlook
July 2020 – A Welcome Market Rally… But Caution Still Warranted
April 2020 – A Viral Storm – That Will Pass
January 2020 – Best Year This Century
2019
October 2019 – Adding to Gains
July 2019 – Climbing the “Wall of Worry” to New All-Time Highs!
April 2019 – Surging Toward New All-Time Highs
January 2019 – 2018, A Year of Extremes… What’s Ahead for 2019?
2018
October 2018 – The Economy is Strong, But…
July 2018 – Strong Quarter, Staying Positive
April 2018 – Staying Positive: It’s Likely Just a Correction
January 2018 – 2017, Another Good Year for Investors, What’s Next?
2017
October 2017 – New All-Time Highs Once Again
July 2017 – The Bull Market Forges Ahead
April 2017 – A Good Start to 2017, But Has the Stock Market Advanced Too Far, Too Fast?
January 2017 – 40 Years of Investment Consistency Amidst Volatility
2016
July 2016 – Meeting the Investment Challenges
April 2016 – Keep Your Investment Seat Belts Fastened
January 2016 – 2016 Challenges Setup Investment Opportunities
2015
July 2015 – Optimistic for a Second Half Investment Rally
April 2015 – Economy & Stock Investments Poised to Move Higher
January 2015 – 2015 Investment Cross-Currents
2014
July 2014 – Grateful for the First Half of 2014
April 2014 – A Good Start For Our Investments in 2014
January 2014 – 2013 A Surprising Year
2013
July 2013 – Another Roller Coaster Ride to Old Highs
April 2013 – Volatility Resumes… What’s Next For Investors?
January 2013 – New Year, New Milestones, Same Investment Challenges
2012
July 2012 – Investments Are Climbing The “Wall of Worry”
April 2012 – Another All-Time High
January 2012 – Behind the Headlines, Steady Improvement for Fragile U.S. Economy