Newsletter Archive - Older Than 1 Year

• April 23, 2010



• January 22, 2010 - Year End Commentary



• July 10, 2009



• January 16, 2009 - Year End Commentary



• August 2, 2008



• April 25, 2008



• February 22, 2008



• January 17, 2008 - End-of-Year Returns and Commentary



• August 2, 2007



• April 27, 2007



• February 26, 2007



• January 10, 2007



• October 23, 2006



• August 4, 2006



• April 28, 2006



• March 3, 2006



• 2005 Year End Commentary - January 5, 2006



• October 23, 2005
  Model Portfolios Update;   Talking Points-Creative Destruction;   2005 Winners and Losers;   Charts-S&P 500, Ten Year Treasury Note;   Charts-S&P 500, Ten year Treasury note;   Worthwhile Links



• August 5, 2005
  Model Portfolios update; Talking Points-Common Investor Psychology Mistakes; Charts-S&P 500, Ten year Treasury note; Worthwhile Links



• April 30, 2005
  Talking points; Model Portfolios Update; Charts - S&P 500, Ten year Treasury note; Worthwhile links



• February 28, 2005
  Portfolio performance; Investment themes for 2005; Charts - SPY, ^TNX; Worthwhile links



• October 18, 2004
  The year in review; Portfolio performance; Owning real estate in a retirement account; Charts - SPY, ^TNX; Worthwhile links



• August 6, 2004
  Market commentary; Reader Mail-Elections and the Markets; Core and Satellite Portfolio Construction; Charts; Worthwhile links



• April 30, 2004
  Richard Russell on the Markets; Charts; Worthwhile links



• February 27, 2004
  Four Investment Themes for 2004; Charts; Worthwhile links



• January 30, 2004
  2003 Performance data, by Ben Warwick; "What is Market Efficiency?" by Reem Heakel, with my comments; MarketLights™ Charts introduction; Worthwhile links



• December 22, 2003
  Year End Wrap-up and investment review; "It's the expenses, stupid"; Mutual fund commentary from CBS MarketWatch; Worthwhile links



• November 25, 2003
  Essay: A personal growth leap of faith; Commentary: Momentum traders strike again, by Tobin Smith; Charts; Worthwhile links



• October 24, 2003
  Equities in "rally mode"; Mutual funds 101 / are mutual funds for you?; Notable quotes; Worthwhile links



• September 26, 2003
  Reading the currency tea leaves; Isabel; Third place in John Dorfman’s 5th annual stock selling contest; Charts; Worthwhile links



• August 29, 2003
  Labor Day showdown on Wall Street; Finding the right financial advisor; Milestones; Short takes on 2003 Tax cut



• July 31, 2003
  Bond market 101; Investment mgmt. of a different sort (OB Visitors Bureau); Short takes on 2003 Tax cut



• June 27, 2003
  Interest rates, The Fed, refinancing, and you; Model portfolio updates; Short takes on 2003 Tax cut



• May 30, 2003
  Peter Drucker; The specifics of the 2003 Tax Act; Charlie Munger on Investing; Charts



• April 25, 2003
  "War premium" on oil, part 2; No Parlez Francaise; What's the difference between a fee-only planner and a stockbroker?; Developing a risk framework; Model portfolio update; Notable quotes



• March 28, 2003
  "Don't talk to me about boats!"; Taking a financial inventory; Charts; Market metrics



• February 26, 2003
  Perseverance, Gas prices, "war premium" on oil, part 1; Diversification; Sysco Foods profile; Notable quotes; Charts



• January 31, 2003
  CFP(R) process; What we're reading; Investing and war; Model portfolio updates; Tax changes; Charts



• December 24, 2002
  New Year's resolutions; Robert Loest, Ph D., CFA on investing; Tobin Smith on Managing emotional assets; Charts



• November 26, 2002
  Market commentary; Market metrics; Model portfolio update; Charts



• October 30, 2002
  Market commentary; Market indicators; Model portfolio update; Notable quotes; Charts



• September 27, 2002
  One owner 401-K; Cheap money!; Model portfolio update; Market commentary; Charts



• August 30, 2002
  Model portfolios initiated; One-owner 401-K; Market commentary; Charts; Practice update



• July 28, 2002
  Finding value in an oversold market; Know what you need to make a good investment decision; Charts



• June 27, 2002
  Decide on "Where you are and where you want to be" (guidelines for investing in troubling times essay); Charts; Practice update



• May 24, 2002
  Leo graduates kindergarten and what investors can learn from that; Charts; Practice update



• April 27, 2002
  “Bearish Grip” - Market commentary