General
- March 11, 2023 – Some Perspective on Market Concerns over a top-20 U.S. Bank Failure
- October 3, 2022 – Capital Markets Update and Focus on Bonds
- June 13, 2022 – Perspective on Recent Global Stock and Bond Market Performance
- October 8, 2018 – Recent Performance of Global Risk Assets / Strategy Review
- February 5, 2018 – Perspective on this latest Global Stock Market Drop
- April 7, 2016 – 1st Quarter Review and Strategy Update
- January 9, 2016 – Year End Review and Strategy Update
- November 15, 2015 – Modified Social Security Filing Methods
- October 8, 2015 – 3rd Quarter Review and Strategy Update
- August 23, 2015 – Summer Update – Focus on Risk Assets
- July 8, 2015 – 2nd Quarter Review and Strategy Update
- January 6, 2015 – Year End Review and Strategy Update
- October 8, 2014 – 3rd Quarter Review and Strategy Update
- July 8, 2014 – 2nd Quarter Review and Strategy Update
- April 8, 2014 – 1st Quarter Review and Strategy Update
- January 6, 2014 – Year End Review and Strategy Update
- July 8, 2013 – 2nd Quarter Review and Strategy Update
- April 8, 2013 – 1st Quarter Review and Strategy Update
- January 6, 2013 – 4th Quarter Review and Strategy Update
- December 13, 2012 – A Look at the Fiscal Cliff: Does it Mean Much for Investors?
Post-Financial Crisis (2011)
During Financial Crisis
- May 6, 2010 – Some Perspective on a tumultuous day
- March 20, 2009 – Market “Snapshot”, Perspective, and Political Risk
- February 20, 2009 – DJIA Back to November 20th Low – What’s Different?
- November 23, 2008 – Weekend Update – Citigroup, TARP, and the FDIC
- November 17, 2008 – Perspective, Policy Responses, and Investment Implications
- September 14, 2008 – Lessons from Freddie Mac and Fannie Mae
- September 7, 2008 – US “Takeover” of Fannie Mae and Freddie Mac
- April 7, 2008 – Update on our Passive, Asset Class Balanced Strategy