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Newsletters

Catch up on any newsletter you've missed. Below is an archive of or quarterly newsletter:

Newsletter - 2017 - 1st Quarter

Download: Newsletter - 2017 - 1st Quarter Newsletter - 2017 - 1st Quarter 1670kb

Newsletter - 2016 - 4th Quarter

Download: Newsletter - 2016 - 4th Quarter Newsletter - 2016 - 4th Quarter 1695kb

Newsletter - 2016 - 3rd Quarter

Download: Newsletter - 2016 - 3rd Quarter Newsletter - 2016 - 3rd Quarter 2483kb

Newsletter - 2016 - 2nd Quarter

Download: Newsletter - 2016 - 2nd Quarter Newsletter - 2016 - 2nd Quarter 1293kb

Newsletter - 2016 - 1st Quarter

Download: Newsletter - 2016 - 1st Quarter Newsletter - 2016 - 1st Quarter 813kb

Newsletter - 2015 - 4th Quarter

Download: Newsletter - 2015 - 4th Quarter Newsletter - 2015 - 4th Quarter 1221kb

Newsletter - 2015 - 3rd Quarter

Download: Newsletter - 2015 - 3rd Quarter Newsletter - 2015 - 3rd Quarter 1377kb

Newsletter - 2015 - 2nd Quarter

Download: Newsletter - 2015 - 2nd Quarter Newsletter - 2015 - 2nd Quarter 812kb

Newsletter - 2015 - 1st Quarter

Download: Newsletter - 2015 - 1st Quarter Newsletter - 2015 - 1st Quarter 1084kb

Newsletter - 2014 - 4th Quarter

Download: Newsletter - 2014 - 4th Quarter Newsletter - 2014 - 4th Quarter 1361kb

Newsletter - 2014 - 3rd Quarter

Rather than trying to predict future global events, we analyze the top-down data as it is reported.

Download: Newsletter - 2014 - 3rd Quarter Newsletter - 2014 - 3rd Quarter 1111kb

Newsletter - 2014 - 2nd Quarter

“Things turn out best for people who make the best of the way things turn out.” – John Wooden

Download: Newsletter - 2014 - 2nd Quarter Newsletter - 2014 - 2nd Quarter 475kb

Newsletter - 2014 - 1st Quarter

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves.” – Peter Lynch

Download: Newsletter - 2014 - 1st Quarter Newsletter - 2014 - 1st Quarter 1551kb

Newsletter - 2013 - 4th Quarter

“By diversifying the portfolio among other investments, the risk of that one position dramatically impacting the portfolio is diminished.”

Download: Newsletter - 2013 - 4th Quarter Newsletter - 2013 - 4th Quarter 1748kb

Newsletter - 2013 - 3rd Quarter

“A corporate trustee brings objectivity, experience and expertise at a time that is often wrought with emotion.”

Download: Newsletter - 2013 - 3rd Quarter Newsletter - 2013 - 3rd Quarter 1400kb

Newsletter - 2013 - 2nd Quarter

“It has been said that the stock market can be unpredictable longer than investors can be patient”

Download: Newsletter - 2013 - 2nd Quarter Newsletter - 2013 - 2nd Quarter 3192kb

Newsletter - 2013 - 1st Quarter

“Looking back on 2012, the stock market recorded an above-average year despite rumors to the contrary. Sadly, those who sat on the sidelines at the beginning of 2012 are now even further behind.”

Download: Newsletter - 2013 - 1st Quarter Newsletter - 2013 - 1st Quarter 1127kb

Newsletter - 2012 - 4th Quarter

“The market always does what it’s supposed to do, only never when it’s supposed to do it.” - Arnold Van Den Berg

Download: Newsletter - 2012 - 4th Quarter Newsletter - 2012 - 4th Quarter 1178kb

Newsletter - 2012 - 3rd Quarter

“The U.S. household savings rate has stayed near 10- year highs since the recovery began, and total household net worth is only 8 percent below all-time highs. ”

Download: Newsletter - 2012 - 3rd Quarter Newsletter - 2012 - 3rd Quarter 886kb

Newsletter - 2012 - 2nd Quarter

“The only thing that mattered in the past three years – the only thing investors had to do to achieve a doubling of their capital - was to not surrender to panic and pessimism.”

Download: Newsletter - 2012 - 2nd Quarter Newsletter - 2012 - 2nd Quarter 1471kb

Newsletter - 2012 - 1st Quarter

“As I recently shared with many of you via an e-mail, this volatility is not as 'unprecedented' as the financial media would like you to believe. Over the past 31 years, the stock market produced positive returns in 24 of those 31 years.”

Download: Newsletter - 2012 - 1st Quarter Newsletter - 2012 - 1st Quarter 922kb

Newsletter - 2011 - 4th Quarter

Our job as investors is to not get scared out of high-quality blue-chip stocks.

Download: Newsletter - 2011 - 4th Quarter Newsletter - 2011 - 4th Quarter 1464kb

Newsletter - 2011 - 3rd Quarter

"Money will always flow toward opportunity, and there is an abundance of that in America..."

Download: Newsletter - 2011 - 3rd Quarter Newsletter - 2011 - 3rd Quarter 700kb

Newsletter - 2011 - 2nd Quarter

"Two critical investing lessons from Japan"

Download: Newsletter - 2011 - 2nd Quarter Newsletter - 2011 - 2nd Quarter 782kb

Newsletter - 2011 - 1st Quarter

“An investment plan is only as good as the information used in creating it.”

Download: Newsletter - 2011 - 1st Quarter Newsletter - 2011 - 1st Quarter 630kb

Newsletter - 2010 - 3rd Quarter

“History may not repeat itself but it sure does rhyme...”

Download: Newsletter - 2010 - 3rd Quarter Newsletter - 2010 - 3rd Quarter 503kb

Newsletter - 2010 - 2nd Quarter

“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.”

Download: Newsletter - 2010 - 2nd Quarter Newsletter - 2010 - 2nd Quarter 553kb

Newsletter - 2010 - 1st Quarter

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.”

Download: Newsletter - 2010 - 1st Quarter Newsletter - 2010 - 1st Quarter 802kb

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