Where From Here, Financial Origami (Book Review)
Client Newsletter Volume XIX Number 2 November 1, 2013
Happy Money
Client Newsletter Volume XIX Number 1 August 1, 2013
Becoming More Vigilant as We Age
Client Newsletter Volume XVIII Number 4 May 1, 2013
Searching for Income from Your Investments
Client Newsletter Volume XVIII Number 3 February 1, 2013
PDF Archives pre 2012
2012 November 1 – Uncertainty, the ?Fiscal Cliff? and Cash Needs from Your Investments, Vanguard Moves to Reduce its ETF Costs, Mutual Fund Costs Decline in Latest Decade, But Not by Much August 1 – Being the ?One Percent? with Your Investments, 401(k) Costs can be Hazardous to Your Investment Health, Investment Returns and US... Read More →
Why the West Rules–For Now
Client Newsletter Volume XVI Number 4 February 1, 2011 I. Book Review and Some Thoughts II. What Are OUR and THEIR Asset Allocations? III. Vanguard Rates of Return (through Latest Quarter End) IV. Past Is No Guarantee of Future Investment Performance—Fidelity Magellan? V. The U-bend of Life, Why Beyond Middle Age, People Get Happier I.... Read More →