Newsletters

Newsletters.  Click on date to open.  (All open in Adobe Acrobat)

Summer 2022

-  Review of the Financial Markets – June 30, 2022

-  What's Ahead for the Next Six Months

-  Roth Conversions

-  Your Age and Investment Allocation - Sequence of Return Risk

 

June 2022 Special Bear Market Edition

-  CIM Scale of Concern

-  History of Consecutive Five-Day S&P Declines

-  Equilibrium

-  Back to the Future - Unlikely

-  Glossary

Spring 2022

-  Review of the Financial Markets – March 31, 2022

-  The 529 Grandparent Trap Eliminated

-  The Latest Scoop on Education Credits

-  Study Finds That Couples Who Pool Their Money Stay Together Longer  

Winter 2021

-  Review of the Financial Markets – Dec 31, 2021

-  Why No One Calls Themselves a Stockbroker Anymore

-  How to Plan for Long Term Care Cost

Fall 2021

-  Review of the Financial Markets – Sept 30, 2021

-  There are Bonds and There are High Yield Bonds

-  Is the Inflation Spike Going to Continue?

-  What to Expect if Corporate Taxes are Increased

 - What Happens if the US Defaults on its Debts


Summer 2021

-  Review of the Financial Markets – June 30, 2021

-  It’s finally time to transition to Vanguard’s newer platform (by phone)

-  It’s time to do a review of other custodian possibilities

-  Inheritances to total $75 trillion

Spring 2021
- Review of the Financial Markets – March 31, 2021
- Inflation Concerns or Maybe Not
- ESG Investing and Potential Political Influences  

Winter 2021

- Review of the Financial Markets - December 31, 2020

- An Action Plan for Long Term Care

- The Pandemic Impact on Elder Care Facilities

Fall 2020

-  Review of the Financial Markets – September 30, 2020

-  What Percentage Should You Have in Foreign Stocks?

-  The Role of Bonds in Your Portfolio       

-  Keep Your Contact Information Current

-  Vanguard Customer Service

Summer 2020

-  Review of the Financial Markets at June 30, 2020

-  Stock Investing – Why Does the Stock Market Keep Going Up?

-  Misleading Headlines       

-  Market Uncertainty

-  Stock vs Bonds

-  Market Predictions


Spring 2020
-  Review of the Financial Markets at March 31, 2020
-  Stock Investing – A Marathon Not a Sprint
-  Love the Bear Market
-  Action by the Federal Reserve and Congress
-  Living in Interesting Times


Winter 2020
- Review of the Financial Markets at December 31, 2019
- Previous Middle East Flash Points
- The End of Retirement
- Impact on Pensions and IRA’s of the SECURE Act

Fall 2019 
- Review of the Financial Markets at September 30, 2019
- Reporter’s Roundup
        Grandparent 529 Accounts
        Avoid Probating a Will
- Q&A - Recessions

Summer 2019
- Review of the Financial Markets at June 30, 2019
- Reporter’s Roundup
- Inflation
- Buy and Sell Signals
- Long Term Care
- Q&A - Diminshed Capacity 

Spring 2019 
- Review of the Financial Markets at March 31, 2019
- Morningstar’s Ratings of Vanguard Bond Funds
- Medical Costs in Retirement

Winter 2019 
- Review of the Financial Markets at December 31, 2018
- Market Volatility 2018 vs 2017
- Vanguard’s Economic and Market Outlook for 2019
- Dealing with Volatility

Fall 2018 
- Review of the Financial Markets at September 30, 2018
- The Past Crisis
- The Next Crisis
- Are The Markets Safer Than In 2008?

Summer 2018
- Review of the Financial Markets at June 30, 2018
- Reporters’ Round Up
- Chances of a Global Trade War on the Rise
         More About the Alleged “Upgrade"
         Changing Beneficiaries
- Warren Buffett on Brown Capital Management

Spring 2018
- Review of the Financial Markets at March 31, 2018
- What are the Chances of a Global Trade War
- Market Corrections vs Fund Performance
- Inflation Over The Years

Winter 2018
- Review of the Financial Markets at December 31, 2017
- Vanguard and Security Issues
- Vanguard Ends Assigned Account Representatives
- Tax Deductions and Exemptions