Update to March 2020 SWM Letter
My two most recent letters addressed the “epidemic” markets with [...]
March 2020 SWM Letter – Every Year Brings a Crisis or Two
Every year brings a calamity or two that may strike [...]
Feb. 2020 SWM Letter – Epidemic Markets & Life Savings
Many have been asking how the Wuhan virus (COVID-19) will [...]
Jan. 2020 SWM Letter — Outlook to 2030 – 2040
In 1987 my journey began on this critical path of [...]
December SWM Letter: Stellar 2019, now to 2020.
Every year has a distinct personality: this is true for [...]
November 2019 SWM Letter – Aging With Wealth
Can you look at your future-self without seeing a total [...]
Oct 2019 SWM Letter: Timing a next Recession?
Thanksgiving is a wonderfully colourful season, rich with aromas and [...]
Sept 2019 SWM Letter: Climate Change, Democracy, Wealth
So many have been asking me this season about climate [...]
July-Aug. 2019 SWM Letter
I trust you are enjoying a wonderful summer. Virginia and [...]
June 2019 SWM Letter — Summer Solstice
Today’s letter includes insights for both younger and older investors [...]