Newsletter

Enjoy this month’s edition that features a segment on how we invest in changing economic conditions, a reminder that we own what you own, and a review of the market.

Enjoy this month’s edition that features a note about taxable accounts, a quick review of investment markets so far and a security reminder.

Tax Season

Enjoy this month’s edition that features thoughts from the fund manager of Janus Henderson Enterprise fund, some historical data on stock market performance and 1099 Tax Form information from TD Ameritrade.

Enjoy this month’s edition that features a check on stock market predictions from September, a note about bond yields and a hearty thank you to our clients.

In our September newsletter we reviewed strategist’s predictions of the direction of the U.S. stock market through the end of 2022. Here is what they said:

Lee Chapman and Steve Byars recently attended the Schwab Impact 2022 conference for financial advisors and here are some of their key takeaways that we believe will benefit you, our clients:

Enjoy this month’s edition that features our guidance on the upcoming decade and some market history for the short-term.

Enjoy this month’s edition that features a review of the stock market, some predictions for the rest of the year, a focus on a bond mutual fund and a reminder about Required Minimum Distributions (RMDs).

Enjoy this month’s edition that features a review of the economy, the Federal Reserve’s actions, and the stock market.

Enjoy this month’s edition that features a congratulations to Ramsey Bova, a market recap, and a fund spotlight.

Enjoy this month’s edition that features a review of stock and bond markets and interest rates.