July-August SWM Letter: QUESTIONS YOU ASKED
I hope you’ve been greatly enjoying this summer season. Virginia [...]
June 2023 SWM Letter: Happy Canada Day!
We’re nearing mid-year 2023 so we wish everyone a very [...]
May 2023 SWM Letter: US Debt-Ceiling, Cybercrime, Reviews.
Spring is a wonderfully happy time of year and I [...]
Cyber-breach: client info.
We received notice of a possible breach of security that [...]
April 2023 SWM Letter: MONA LISA; TIMES TO INVEST; BANANA INDEX
Mona Lisa has never admitted whether she is smiling or [...]
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 [...]
Oct. 2022 SWM Letter: Comes With a Promise
Thirty-five years ago in October my early investment experience leapt [...]
Dec. 2021 SWM Letter: Purpose, Peace, Prosperity (Q.7)
From Hanukah to Chinese New Year the whole world celebrates [...]
Sept. 2021 SWM Letter: Hiking in Markets; Fresh Ways to Retire. (Q.4)
Friends were hiking on some hilly terrain which would be [...]