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Newsletters
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April 18, 2013 |
Q1 2013• Own a Business? Retire On Your Own Terms• Taking Stock• Qualified Charitable Contributions From IRAs |
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January 24, 2013 |
Q4 2012• 2012 In Review• What You Need to Know About The Taxpayer Relief Act• Estate Planning & The Taxpayer Relief Act |
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October 22, 2012 |
Q3 2012• Living the Good Life for Less• It's Always Something: Next Up, The Fiscal Cliff• Is Gifting Right for You? |
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July 20, 2012 |
Q2 2012• An Odyssey into 2013• Multi-Alternative Mutual Funds• What the Health-Care Reform Law Means to You |
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April 26, 2012 |
Q1 2012• Current Thinking: The Butcher and the Dietician• Are Bond Funds Still Good Investments?• Seven: The Most Important Number To Remember After Tax Season |
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January 18, 2012 |
Q4 2011• Letter from the Founders: What’s on tap for 2012• New Year’s Resolutions• 10 Great Strategies for the New Year |
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October 19, 2011 |
Q3 2011• Letter from The Founders: We’re All Riding This Wave Together• Take a Longer View and Worry Less About Market Volatility• Tax-Loss Harvesting |
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June 30, 2011 |
Q2 2011• Letter From The Founders: The Doctor Is In The House• Excellent Diversifiers: An Intro to Managed Futures• Teach Your Children About Money Now—They'll Reap Dividends Later |
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April 20, 2011 |
Q1 2011• Letter From The Founders: Thank you for not going with your gut• North Africa, The Middle East, and Oil Prices• Protecting a Valuable Financial Asset—Your Income |
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January 20, 2011 |
Q4 2010• Letter From The Founders: The Sky is Falling, Again• California Municipal Bonds: Are Concerns Justified?• Planning Is Power: The 2010 Tax Relief Act: Top Line Review |
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October 30, 2010 |
Q3 • 2010• Letter From The Founders: Darkness Before Dawn• No Fear, No Greed: Focus on Emerging Markets• Planning Is Power: 2010 Year End Tax Planning Tips |
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June 30, 2010 |
Q2 • 2010• Letter From The Founders: It’s Okay to Get Away• No Fear, No Greed • Architecture Begins Where Engineering Ends• Taming Your Animal Spirit: Process Improves Outcome• Wall Street Reform Hits Roadblock |
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March 31, 2010 |
Q1 • 2010• Letter From The Founders• No Fear, No Greed • Finding The Lost Decade• Roth IRA Conversion: Is it right for you?• Community Corner |
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Q1 • 2010 |
INSIGHTSLessons On Investment Management from the Global Recession and Bear MarketThe current global recession and financial crisis have significantly affected virtually all investment managers. The severity of the effects on investment management risk has induced many investment managers to reconsider their investment approaches in terms of investment management risk. This paper summarizes and evaluates many of the resulting "lessons learned" by the author from these effects of the crisis. The perspective is that of a high net worth investor. |
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Dec 31, 2010 |
Q4 • 2009• Letter From The Founders• No Fear, No Greed: The Dollar Falls Again. Should We Worry? |
