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News & Updates

September Chart of the Month: Investing Based on Politics is a Bad Idea for Your Retirement Portfolio

Sep 29, 2024

CHART OF THE MONTH

September Chart of the Month: Investing Based on Politics is a Bad Idea for Your Retirement Portfolio

August Chart of the Month: Long-Term Perspective: Market Volatility is the Price of Admission for Investing

Aug 25, 2024

CHART OF THE MONTH

August Chart of the Month: Long-Term Perspective: Market Volatility is the Price of Admission for Investing

July Chart of the Month: Market History: Can the S&P 500 Maintain Its 2024 Momentum?

Jul 28, 2024

CHART OF THE MONTH

July Chart of the Month: Market History: Can the S&P 500 Maintain Its 2024 Momentum?

Monthly FDIV Holdings Update

December 2024

October 2024

August 2024

June 2024

April 2024

February 2024

December 2023

October 2023

November 2024

September 2024

July 2024

May 2024

March 2024

January 2024

November 2023

Recent News

June 2024

Busting the myth of Social Security insolvency

March 20, 2023

Fidelity Announcement

January 2023

2022 Q4 Client Letter

April 2023

Chart of the Month: Alternative Data – Fewer Shipping Containers Arriving at U.S. Ports

March 11, 2023

SVB Failure

October 2022

2022 Q3 Client Letter

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