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Commentary

2025

  • Monday Morning Update - 5-12-25
  • Monday Morning Update - 5-19-25
2022 newsletters

2022

  • Seize the Opportunity? - March 2022
  • The Market is Falling - Run?  - February 2022
2021 newsletters

2021

  • The Thanksgiving Reset - October 2021
  • To Roth Or Not To Roth? - September 2021
  • Take a Global View - July 2021
  • Inflation Creation - June 2021
  • Social Security and You - May 2021
  • It Takes Time - April 2021
  • Spring Cleanup - April 2021
  • Stay Disciplined - March 2021
  • Spring Into Low Yields - March 2021
  • Diversification Is More Than Investments – February 2021
  • Should I Stay or Should I Go – February 2021
  • Where Are You Going? – January 2021

 

 

 

 

 

 

 

2020 newsletters

2020

  • It’s Okay Not To Share - December 2020
  • Let's Be Thankful - November 2020

 

 

 

 

 

 

 

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