2019 Morningstar Award for Investing Excellence
Client Newsletter Volume XXV Number 1 August 1, 2019
Reaching for Yield
Client Newsletter Volume XXIV Number 4 May 1, 2019
Hail and Farewell, John Bogle
Client Newsletter Volume XXIV Number 3 February 1, 2019
Socially Responsible Investing Reconsidered
Client Newsletter Volume XXIV Number 2 November 1, 2018
Remember Fidelity Magellan Fund?
Client Newsletter Volume XXIV Number 1 August 1, 2018
Passive Aggressive
Client Newsletter Volume XXIII Number 4 May 1, 2018
“The Great Recession—A Lost Decade”
Client Newsletter Volume XXIII Number 3 February 1, 2018
Indexing in America; Tocqueville Told Us…
Client Newsletter Volume XXIII Number 2 November 1, 2017
Warren Buffet’s Annual Letter to Shareholders
Client Newsletter Volume XXIII Number 1 August 1, 2017
Interview: John Bogle and Tony Robbins
Client Newsletter Volume XXII Number 4 May 1, 2017
Predicted Effects of a More Active “Industrial Policy”
Client Newsletter Volume XXII Number 3 February 1, 2017
The Battle of Costs vs. Performance
Client Newsletter Volume XXII Number 2 November 1, 2016
Index We Trust
Client Newsletter Volume XXII Number 1 August 1, 2016
Why Fees are So Important—a Morningstar Update
Client Newsletter Volume XXI Number 4 May 1, 2016
Investors Continue to “Ditch” Active Management
Client Newsletter Volume XXI Number 3 February 1, 2016
Beware “Free” Lunch and “Credentials”
Client Newsletter Volume XXI Number 2 November 1, 2015 Rest in peace Paula Warner Smartt. Paula died October 15th. Many of you followed my wife’s fight with pancreatic cancer on the Caring Bridge website. Thank-you for your concerns, good wishes, prayers, and memorials.
SOME Index Funds Vulnerable to “Front-running”
Client Newsletter Volume XXI Number 1 August 1, 2015
Abigail Johnson’s Blind Spot
Client Newsletter Volume XX Number 4 May 1, 2015
Most Retirees Should Delay Collecting Social Security
Client Newsletter Volume XX Number 3 February 1, 2015
Stay Away from Hedge Funds
Client Newsletter Volume XX Number 2 November 1, 2014