March 2023 SWM Letter: Lightning; Inflation, Interest Rates
We’ve been enjoying major growth of investment accounts since 2023 opened, [...]
Feb 2023 SWM Letter: PROMISE AND PROCESS
As the new year was dawning you saw my Dec/Jan [...]
Dec-Jan SWM Letter: 4 R’s for 2023
We are on the cusp of a new year poised [...]
Nov. 2022 SWM Letter: YEAR-END, NEW YEAR PLANNING
Beside snow – and lots will be coming – encouragement [...]
Oct. 2022 SWM Letter: Comes With a Promise
Thirty-five years ago in October my early investment experience leapt [...]
Sept 2022 – SWM LETTER. PICTURE OF WEALTH. FRAUD ALERT.
Our key themes today: (i) a few pictures can quickly [...]
AUG 2022 – SWM LETTER, SUMMER UPDATE
It’s extra challenging to write relevant updates in a summertime [...]
June 2022 SWM Letter: Immunize Your Portfolio
More about “How to Immunize your Portfolio” as promised last [...]
May 2022 SWM Letter: Qns of Inflation, Interest Rates, Housing, Recession
As I write this my window is open for a [...]
April 2022 SWM Letter: TOPICS, TRAVELS, TRANSITIONS
Late on March 31st a bold headline was posted on [...]