Quarterly Client Newsletters

Client Newsletter    Volume XIX   Number 2   November 1, 2013 Download as PDF One could hardly wish for a hotter stock market this year. See section III below for rates of return on investment through the first nine months of the... Read More →

Client Newsletter    Volume XIX   Number 1   August 1, 2013 Download PDF A couple of months ago a weekly investment newspaper, Investment News, reported the results of a research study on mutual fund rates of return.  The study covered the... Read More →

Download as PDF Client Newsletter Volume XVIII Number 4 May 1, 2013 I. Becoming More Vigilant as We Age II. What Are OUR and THEIR Asset Allocations? III. Vanguard Rates of Return (through Latest Quarter End) IV. The America that Works, Four... Read More →

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,... Read More →

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?... Read More →