Blog

Enjoy this month’s edition that features a study about the fear of running out of money, a market review and a client question.

Enjoy this month’s edition that features a review of the market so far in 2026, a reminder that market volatility can present opportunities and some advice from our friend, Warren Buffett. 

Enjoy this month’s edition that features a review of stock market returns through February, a focus on international stocks and some helpful hints to avoid online scammers.

Enjoy this month’s edition that features a summary of 2025 investment returns, predictions for 2026 and some information on a new savings option for children. 

Enjoy this month’s edition that features a review of November’s market returns, a notice of 2026 contribution limits and some advice to couples on how to discuss money. 

Enjoy this month’s edition that features a review of investment returns through October, a short checklist of end-of-year tax tips and a reminder about Social Security.

Enjoy this month’s edition that features a review of the market, a focus on our international mutual fund, a reminder about market performance during federal government shutdowns and the 2026 federal tax brackets.

Enjoy this month’s edition that features a review of the stock and bond markets so far this year and a note about some coming tax law changes.

Before we start thinking about the so-called “September Effect”, let’s continue to revel in the performance of our investments so far this year. 

Enjoy this month’s edition that features an analysis of the stock market, a tool to find lost or forgotten 401(k)s, a review of Social Security and a summary of a Vanguard study that found value from hiring an advisor.

Enjoy this month’s edition that features stories of extraordinary fraud experienced by two of our clients, a mid-year review of the stock and bond markets and a terrific description of financial independence I read recently.

Please, please – if you read nothing else in this newsletter, please read this: