Mar 206 minWhat Portfolio Distribution Rate is Right for You?Click here to view the pdf version “Often when you think you’re at the end of something, you’re at the beginning of something else.” –...
Feb 167 minHome Is Where The Heart IsClick here to view the pdf version “A house is made of bricks and beams. A home is made of hopes and dreams.” – Unknown My wife and I...
Jan 213 minFourth Quarter Investment Report – The Surprising RallyClick here to view the pdf version Almost no one, myself included thought 2023 would be a strong year for financial markets. The Federal...
Dec 18, 20236 minWhat the Stock Market Taught Us This YearClick here to view the pdf version “The world is full of foolish gamblers and they will not do as well as the patient investors.” –...