Protected: Planning for Greater Longevity
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Investment Letter 1st Quarter 2023
Market Recap Despite the stress in the banking system, including the failure of Silicon Valley Bank, global equity markets held up remarkably well in March and posted solid returns for the quarter. The S&P 500 index was up 3.7% in March and gained 7.5% in the first quarter. Developed international [...]
Protected: Investment Account Protection from Brokerage Firm Insolvency
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Protected: Tax Effective Charitable Giving
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Investment Letter 4th Quarter 2022
Market Recap An extremely difficult year in the financial markets ended with a thud for U.S. stocks. After a 14% rally in October and November, the S&P 500 Index dropped 5.8% in December to close out the year with an 18.1% loss, its largest annual decline since 2008. Foreign stock [...]
Protected: How Savings Beats Investment Returns
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Protected: Great Time for a Roth IRA?
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Protected: Is a Stronger Dollar Good or Bad?
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Protected: Taking Our Medicine
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