July 2024 - Outperforming the Bond Market
July 2024 - Outperforming the Bond Market
Dear Investors and Friends, Every month Mike and I put out a newsletter where we try to inform our readers not only about financial topics that are timely and relevant but also end…
July 23, 2024
June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns
June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns
Dear Investors and Friends, The impact of taxes on portfolio performance is an important but not exclusive consideration when making investment decisions. Unfortunately, like so mu…
June 25, 2024
May 2024 - Active vs. Passive Investing
May 2024 - Active vs. Passive Investing
Dear Investors and Friends, As we navigate the complexities of the financial markets, Mike and I want to share insights from two highly respected studies that shed light on the ong…
May 29, 2024