Archived Newsletters

  • 2017 Newsletters

    2017 Newsletters

    January 2017: Improving Finances in the New Year • The Uptrends We Never See

    February 2017: Breakthrough or bust: Examining “Dow 20k” • Di-worse-ification? 4 ways your portfolio can become too diversified

    March 2017: How Americans are saving for retirement • Rate Hike

  • 2016 Newsletters

    2016 Newsletters

    December 2016: Improving Finances in the New Year • The Uptrends We Never See

    November 2016: Trade Policy • Preliminary Tax Forecast

    October 2016: Middle-Class Earnings Move Forward • Structural Struggle

    September 2016:  What Determines Future Success • Housing Market: Selling Less for More • Medical Empowerment

    August 2016: The Future of Social Security • Regs to the Rescue

    July 2016:  Across the Pond • A High Market – But is it a Top Market?

    June 2016: Welcome to Brexit • The Importance of Having a Will

    May 2016: The H-1B Crunch • Work Longer, Live Longer

    April 2016: Cuba: Open for Business • Social Pressure and Financial Decisions

    March 2016: Rates Go Negative •  The Good Side of Bad Markets

    February 2016: Worse Than Taxes • Driverless Cars Aim to Change Everything

    January 2016:  2015 Year End Report • 2016 Year of the Raise

  • 2015 Newsletters

    2015 Newsletters

    December 2015: Market & Economic Update • Russia and the Plunge in Oil • Fed Continues to Make Headlines

    November 2015: Earnings Season • Global Economy

    October 2015: U.S. Economy and the Fed • Global Economy • Earnings Season

    August 2015: Earnings versus Revenues • The Global Picture • The Big Question

    July 2015: US Economy • Global Economy • Your Money

    June 2015: US Economy • Grexit

    April/May 2015: PE Ratios & Sector Performance • Earnings recap • GDP & Global Economy • Housing • China and SDRs

    March 2015: Bond v Equity Pricing • The Economy • Housing • Your Money with Greg Tull

    February 2015: Impact of share repurchases • Greece is the word…again • Damn it Janet – Yellin’ isn’t tellin’

    January 2015:  Market Update • What’s a Yield Curve? • State of the Economy • Currency Wars – it’s on!