Client Newsletters
December 2024 Newsletter
Investors Had Plenty of Reasons to Be Thankful in November
November 2024 Newsletter
Long-Term Rates Spike Ahead of Election: What Comes Next? I
October 2024 Newsletter
Forget the Myths and Focus on What Matters: Your Income
September 2024 Newsletter
Investors Hope the Fed Will Help Keep the Markets Calm
August 2024 Newsletter
Market Drop Triggered by a Flurry of Worries Among Investors
May 2024 Newsletter
Disappointing Growth & Sticky Inflation Sink the Markets in April
February 2024 Newsletter
Will Winter Market Calmness Linger into Spring and Beyond? As
January 2024 Newsletter
Ultimately, 2023 Was a Year of Recovery. What’s in Store
November 2023 Newsletter
Markets Reflect a ‘Snapshot in Time’ that Can Change Quickly
October 2023 Newsletter
Fed Pauses in September, but Long-Term Rates Jump Again. Why?
September 2023 Newsletter
Markets Slip Slightly in August as Investors Eye the Fed
July 2023 Newsletter
Fed Pauses, Tech Rally Cools in June, and Income Investors
May 2023 Newsletter
Markets Were Calm in April, but Recession Fears Still Linger
April 2023 Newsletter
Markets End March Flat Despite Volatility Around Bank Failures March
March 2023 Newsletter
Last Year’s Up-Down Market Pattern Continues into February While January
January 2023 Newsletter
The New Year Brings Cause for Optimism and Appreciation Happy
November 2022 Newsletter
Fed Delivers Mixed Message for the Markets at Latest Meeting
September 2022 Newsletter
Fed’s Jawboning is Working Again, but it Has Limitations July’s
July 2022 Newsletter
Recession Fears & the Fed’s Predicament Rattle Markets It’s official.
January 2022 Newsletter
2022 Market Performance Now Hinges on the Fed More Than
February 2022 Newsletter
It’s Groundhog Day All Over Again for Interest Rates In
March 2022 Newsletter
What the Russia-Ukraine Crisis May Mean for Investors Even before
December 2021 Newsletter
2022 Market Forecast; a Bumpy Road to More Growth Volatility
November 2021 Newsletter
Resolve to Review Your Strategy Before New Year’s So much
October 2021 Newsletter
What’s Driving Wall Street’s New Nervousness? Lots! Last month, I
September 2021 Newsletter
Skeletons are Piling Up in the World’s Closet as Fall
August 2021 Newsletter
Optimism Holds as Summer Fades, But Can it Continue? Through
June 2021 Newsletter
Inflation Fears Rise Higher but No One’s Panicking… Yet In
April 2021 Newsletter
Credit Spreads & Other Factors Continue to Help Income Investors
March 2021 Newsletter
Credit Spread Compression ‘Softens’ the Impact of Rising Rates For
February 2021 Newsletter
GameStop Saga & Interest Rate Jump Highlight a Wild January
January 2021 Newsletter
Wall Street Clings to Optimism Amid Ongoing Uncertainty Happy New
December 2020 Newsletter
Prepare Well and Wisely for the Eagerly-Awaited New Year If
October 2020 Newsletter
Volatility Returns to the Stock Market, and May Well Stick
August 2020 Newsletter
With Markets Holding but the Virus Still Spreading, What’s Next?
April 2020 Newsletter
Ongoing Crisis Illustrates Exactly Why Protection Should Be Priority Number
March 2020 Newsletter
Coronavirus Fear May Lead to More Extreme Volatility, or Something
February 2020 Newsletter
Disagreement Deepens Between Stock Market and Logical Bond Market Recently
December 2019 Newsletter
New Market Highs Suggest a Classic ‘Blow-off Top’ May Be
November 2019 Newsletter
Bond-Based Strategies Can ‘Soften’ the Impact of Uncertainty in Many
October 2019 Newsletter
Is the Banking System’s Recent Liquidity Crunch a Potential ‘Iceberg’?
September 2019 Newsletter
With the Yield Curve Fully Inverted, Is the Clock Ticking
July 2019 Newsletter
As Summer Begins, Sideways Stock Market Remains Erratic as Ever
June 2019 Newsletter
Don’t Let Renewed Market Turbulence Rattle Your Summer What a
April 2019 Newsletter
Whether Intentional or Not, Fed’s Flattening of the Yield Curve
January 2019 Newsletter
Forecast: Will Markets Rebound in 2019 or is More Chaos
December 2018 Newsletter
Financially Speaking, Plain Old Common Sense Can Be Priceless Can
August 2018 Newsletter
Fed Walks a Tightrope in Efforts to Normalize Without Pain
June 2018 Newsletter
Time Change, and Financial Strategies Should Change with Them As
February 2018 Newsletter
Occasional Strong Headwinds for Fixed Income are Nothing New As
January 2018 Newsletter
2018 Will Be Another Double-Digit Year for the Stock Market,
December 2017 Newsletter
Resolve to Maintain Your Fiscal Good Health in 2018 It’s
November 2017 Newsletter
Time to Go Over Your Year-End Financial Planning Checklist For
October 2017 Newsletter
The Costly Misconception About Investing for Income I discovered years
August 2017 Newsletter
The Stakes Keep Getting Higher in the World’s Biggest Casino
July 2017 Newsletter
Latest Market Madness Shows That Our ‘Gambling Addiction’ Runs Deep
June 2017 Newsletter
Meeting Your Income Needs Begins with Identifying Them Whether it’s
April 2017 Newsletter
Overvalued Markets May Be on Borrowed Time Regardless of Trump
December 2016 Newsletter
Beware the “Honeymoon” Hype & Prepare for the “Shifting Current”
November 2016 Newsletter
What a Trump Presidency May Mean for the Financial Markets
October 2016 Newsletter
Market Volatility and Nervousness Are Back. What’s Next? After a