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Quarterly Client Newsletters

PDF Archives pre 2012

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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,...
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Why the West Rules–For Now

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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?...
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