Newsletters et cetera
From time to time we will post items of current or long-term interest including our client newsletters. We invite you to peruse them, perhaps with an eye towards getting a clearer picture of our thinking and philosophy.
Newsletters
2011
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Capital Market Risks and 2010 Capital Markets Review
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European Debt, Portfolio Positioning and Expectations for Volatility
2010
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2009 and a Look Back at the Decade
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August 2010 Market Snapshot
2009
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Financial Fitness and 2008 Capital Markets Review
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Roth Conversions
2008
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2007 Capital Markets Review
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Moving Forward from the Subprime Fallout
2007
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2006 Capital Markets Review
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S&P 500 is Back; Average Investor Lags
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Reflections on the Sub-Prime Mortgage Mess
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Raising Children in Affluence
2006
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2005 Capital Markets Review
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New Research on Active Management
2005
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2004 Capital Markets Review
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Avoiding Identity Theft
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Economic Resiliency and Reallocating Investments
2004
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2003 Capital Markets Review
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Portfolio Realignment Recommendations
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The Ethics of Investment Advisors
2003
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2002 Capital Markets Review
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Investing for the Long Term
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Bond Portfolios: Their Purposes and Prices
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Mutual Fund Scandals
2002
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Looking Ahead at the Markets
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The Bubble, Enron and Beyond
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The Ugly Months of June and July
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Pausing for Perspective
2001
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2000 Capital Markets Review
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It's a Bear Market, So Now What?
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Markets in the Aftermath of September 11
2000
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1999 Capital Markets Review
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Mixed Economic Signals and Valuation Concerns
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Betting Big
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Portfolio and Market Performance Update
1999
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A Thinning Stock Market
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Indexing vs. Active Fund Management
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Impatient Times - Or Who Wants to be a Tortoise?
Et cetera
Choosing a Financial Planner
College and Education Savings
Tax - Managed Investing Strategies
Basic Concepts of Portfolio Design
Keeping Score with Portfolio Weighted Returns
The Successful Investor
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