Client Updates
We periodically send clients newsletters and updates that address various topics related to portfolio and wealth management. To access, click on the links below.
Newsletter, December 2011
2011 Year End Review
Multimedia Presentation
Increase Your Financial Odds: Part 2
Multimedia Presentation
Increase Your Financial Odds: Part 1
NewsFLASH, July 19, 2011
Thoughts on the US Debt Ceiling Impasse
Newsletter, April 2011
Spend Like There Is a Tomorrow
Newsletter, December 2010
2010 Year End Review
Multimedia Presentation
Intro to Exchange-Traded Funds
Newsletter, July 2010
The Weighing Machine
ELM in the News
Investing Responsibly
Multimedia Presentation
Risks Worth Taking
Newsletter, August 2009
More Money in Your Pockets: The Importance of Asset Location
NewsFLASH, May 29, 2009
What You Own
Multimedia Presentation
Investment Gurus
NewsFLASH, March 4, 2009
Living with Insecurity
NewsFLASH, September 29, 2008
On Tour with The Bogleheads
New Format!
Multimedia Presentation
Nuances of Exchange-Traded Funds
Newsletter, April 2008
Our Money, Ourselves
Newsletter,
October 2007
Modeling Your Future