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Newsletters
We hope that you find this helpful and informative. Note that newsletters alternate between investment topics and practical planning information.
  • January 2012

    Global Overview, Year in Review and Looking Ahead. Also featuring Good News Here at Home, Income & Portfolio Paychecks™ Graphs and an Executive Summary.

  • Fall 2011

    Global Overview – Tipping Points at Home and in Europe, Successful Downside Protection with HAS Reduced Risk Growth, The Cost of Playing it too Safe and Reasons For Optimism

  • Summer 2011

    Managed Risk and Opportunity Investing (one of our four main client investment strategies) and Interesting Times – Where do we go from here?

  • Spring 2011

    HAS in National News, Our HAS Network, Portfolio Addition and Low Mortgage Rates (they remain low in 2012 thanks to Europe & our friendly Fed)

  • Fall 2010

    NAPFA Conference & Network, Economic and Summary Perspective Updates, Nobel Prize Economists and An Optimistic Political Perspective

  • Summer 2010
    Portfolio Paychecks & Income Replacement, Random Returns and Future Economic Scenarios
  • Spring 2010
    Tax Savings & Investment Tips, Government Spending & Higher Taxes, How Much is a Trillion
  • January 2010

    Year & Decade in Review and What’s Next.  Also featuring Our Disciplined Investment Process, Emotions & Investing, The Dollar, and Is Inflation a Risk for the Near Future? 

  • Fall 2009

    Insights from the annual Schwab Impact Conference, Disturbing information from Washington Insiders, Inside information on Iranand their Russian alliance. Plus “Not reached escape velocity” (pages 3 – 7) and more.

  • Spring 2009
    Strategic Investment Conference Highlights, Optimizing Taxes and Investments - Roth Conversions, Office and New Client Update
  • Summer 2009
    2009 First Half Financial Summary,Can P/E Ratios Predict Future Stock Returns, The Risks of Inflation for the Near Futureand Long-term,BalancingInflationRisk and Loss of PrincipalRisk 
  • January 2009
    The Crash of 2008 - Actions Taken & How to Move Forward - Reduced Risk Growth Especially Appropriate - Portfolio Paychecks
  • Fall 2008
    Market Update and Portfolio Planning for Lifetime Income
  • Fall 2006
    Good News For Investors in Tax Reform - Roth 50X - 800X income-taxfree growth. The Ethical Will: How to Leave Your Wisdom. Converting traditional IRA to a Roth, Susan Turnbull on Ethical Wills
 
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