Our Newsletters and Market Updates

We mailed our clients the latest newsletter on 7/14/2021.  If you are not a client and would like a copy of our latest newsletter, please request one by providing your name and email below.

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1st Quarter Newsletter 4-13-2021

Topics:

  • Benchmark Returns and Deep Financial Analysis.
  • Michael's FAQ #1: Should I be worried about taxes rising?
  • Michael's FAQ #2: Where are the opportunities?
  • Michael's FAQ #3: Where are the risks in the economy and financial markets?
  • Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.
  • Jillian’s Journeys and Morgan’s Menus.
  • Our Appreciation and Disclaimers.
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4th Quarter Newsletter 1-15-2021

Topics:

  • Benchmark Returns and Deep Financial Analysis.
  • Michael's FAQ #1: Are we in a bubble?  Is this sustainable?
  • Michael's FAQ #2: How will the Biden Administration or the end of the pandemic affect the economy?
  • Michael's FAQ #3: Thoughts on 2020 & 2021?
  • Michael's FAQ #4: Do Required Minimum Distributions apply again in 2021?
  • Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.
  • Jillian’s Journeys and Morgan’s Menus.
  • Our Appreciation and Disclaimers.
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3nd Quarter Newsletter 10-10-2020

Topics:

  • Benchmark Returns as of 9/30/2020.
  • Financial Markets Summary.
  • Michael's FAQ #1: What is this economic recovery going to look like?
  • Michael's FAQ #2: What does all this mean for us today?
  • Sara’s News You Can Use: Medicare and Life & Legacy Planning.
  • Business Update, Jillian’s Journeys and Morgan’s Menus.
  • Our Appreciation and Disclaimers.
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Market Update 8-25-2020 “What's $2 Trillion Amongst Friends?”

Topics:

  • Global events.
  • Anomalies are everywhere. 
  • Money printing.
  • Economic update.
  • Positive future.
  • Business Update.
Read Full Market Update

2nd Quarter Newsletter 7-17-2020

Topics:

  • Benchmark Returns as of 6/30/2020.
  • Financial Markets Summary.
  • Michael's FAQ #1: What are the facts about COVID-19?
  • Michael's FAQ #2: Disconnect between financial markets and the economy?
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys and Morgan’s Menus.
  • Our Appreciation and Disclaimers.
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Market Update 5-29-2020 “Values time to shine.”

Topics:

  • Definition of growth and value stocks.
  • Why did growth outperform value stocks?
  • Why would growth stocks lose their luster?
  • Why would value stocks outperform growth stocks in the future?
  • Summary.
  • Business Update.
Read Full Market Update

Market Update 5-18-2020 “We're not in Kansas anymore...”

Topics:

  • U.S. unemployment.
  • U.S. debt levels after stimulus packages.
  • Risks outside of the Coronavirus.
  • Business update.
Read Full Market Update

Market Update 5-5-2020 “Are we there yet?”

Topics:

  • Negative oil prices.
  • Coronavirus vaccine or bust?
  • Thoughts on a market bottom.
  • Thoughts on future inflation food shortages.
  • Business update.
Read Full Market Update

1st Quarter Newsletter 4-17-2020

Topics:

  • Benchmark Returns as of 3/31/2020.
  • Financial Markets Summary.
  • Michael's FAQ #1: What the heck happened in February and March?
  • Michael's FAQ #2: What is in the CARES Act and how does it affect me?
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys and Morgan’s Menus.
  • Our Appreciation and Disclaimers.
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Market Update 3-23-2020 “A Perfect Storm of Storms.”

Topics:

  • Coronavirus
  • Oil
  • European Central Bank
  • Federal Reserve
  • Federal Government
  • Suggestions and Optimism
  • Office - Social Distancing
Read Full Market Update

Market Update 3-16-2020 “Coronavirus, Oil and Social Distancing.”

Topics:

  • Coronavirus / COVID 19
  • Oil
  • Office - Social Distancing
Read Full Market Update

Market Update 3-10-2020 "Just the facts, ma'am."

Topics:

  • Effects and repercussions of March 9th
  • Analysis of other major declines in the stock market
Read Full Market Update

Market Update 3-5-2020 "Roller coaster rides are supposed to be fun."

Topics:

  • Federal Reserve rate cut
  • Short-term outlook
  • Long-term outlook (inflation)
Read Full Market Update

Market Update 2-25-2020 "Every time we go on vacation."

Topics:

  • Coronavirus
  • Fallen Angels
  • New low interest rates in the 30-Year Treasury Bonds
  • Trend lines
Read Full Market Update

Market Update 2-3-2020 "Coronavirus"

Topics:

  • Coronavirus vs. Influenza (Flu)
  • Financial Markets Reaction
Read Full Market Update

4th Quarter Newsletter 1-17-2019

Topics:

  • Benchmark Returns as of 12/31/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  How does the SECURE Act affect me?
  • Michael’s FAQ #2:  Can my Required Minimum Distributions go to charities?
  • Michael’s FAQ #3:  What is going on in the stock market? 
  • Michael’s FAQ #4:  Doesn't the low unemployment rate mean the economy is strong?
  • Michael’s FAQ #5:  Thoughts on 2019, 2020 and the new decade.
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
Read Full Newsletter