August 2020 Newsletter

Sometimes it feels like the world is changing faster than reports get to you. There are so many significant issues affecting the financial markets, interest

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Recession or Recovery?

So, which is it, recession or recovery? On June 8, 2020 Yahoo Finance posted an article whose headline read, “The US Economy is Officially in

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June 2020 Newsletter

Just the Facts Daily Covid-19 deaths have been cut in half over the past six weeks but remain elevated. Miles driven and retail purchases have

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March 2020 Newsletter

Backdrop, What We Know, Don’t Know, Current Management Strategy and Expectations in a Year A few days ago, I sent you a March 9th report

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February 2020 Newsletter

Welcome to the month and year of the first palindrome in over 909 years. 02/02/2020 was the first world calendar palindrome since 11/11/1111. If you’re

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SECURE Act

News on the new SECURE ACT of 2019 As some of you may have heard, there is a new tax act which was signed into

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December 2019 Newsletter

Merry Christmas By Vaughn Woods, CFP, MBA Merry Christmas? That’s what Credit Suisse is predicting for 2020. If they are correct, it’s a scenario that

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September 2019 Newsletter

Portfolio Strategy September 2019 By Vaughn Woods, CFP, MBA With Great Britain and the European Union in flat to recessionary growth and for fear of

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August 2019 Newsletter

Back to the basics. Ok. It’s time to discuss the value of using the John Wooden basics of basketball as an investment strategy. As you

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