The Blog

Weekly insights on the markets, economy, and financial planning

Q4 2016 Newsletter

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Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.

Q2 2014 Newsletter

Q2

Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.

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