February 2020 Client Letter

A recurring theme surfaced as I was counseling several clients last week: how to maintain a consistent level of comfort with their money during retirement. If you are in or approaching retirement, you are keenly aware that the gig is up in terms of future earning potential.

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January 2020 Client Letter

Last year completed our 30th year providing investment counsel to investors like you who are retired or saving for retirement. As many of you are aware, the foundation of our investment strategy was formed by my dad during decades of researching and writing financial newsletters.

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December 2019 Client Letter

They will probably rise. Our forecast (it’s a guess really) is favorable not only because stocks rise in seven out of every ten years, but also because election years have historically been good for stocks…

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November 2019 Client Letter

For investors who may be new to dividend investing, a tempting first place to look for ideas is with the highest-yielding dividend stocks. If dividends are the goal, the assumption is bigger dividends are better than smaller dividends.

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October 2019 Client Letter

Several years ago, the Wall Street Journal reported the investment success of Vermont resident Ronald Read. The story recounted how Read accumulated an estate valued at almost $8 million.

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