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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

May Newsletter

Chaos is currency. Tariffs are just one strategy. Think tanks oppose think tanks in a fight for dominant world hegemony. The democratic industrial nations are

Read More »

March 2019 Newsletter

Overbought to Oversold By Vaughn Woods   After more than two months of an overbought setting the overbought/oversold oscillator is back to oversold territory by

Read More »

December 2018 Newsletter

Market Correction and Posture Leading into 2019 As of Monday, December 17, 2018 the major market indexes, including the S&P 500 index are testing their

Read More »

October 2018 Newsletter

Drama Meets Composure October 10, 2018 The national drama playing out before the midterm elections contrasts sharply with a stock market that has every reason

Read More »