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2020-March, Message Sent in the Depth of the Covid Crisis — Perspective and Opportunities

  • 2025 January – A Time for Managing Expectations; The Importance of Balance
  • 2024 Mid-Year – Earnings, Inflation, and the rewards of Thinking-Long Term
  • 2024 Jan – Recent Crises, Taxes, and Inflation
  • 2023 Jul – The Long and Short Of It
  • 2023 Jan – Thoughts on the FED, Inflation, and the New SECURE Act 2.0
  • 2022 Mid-Year – Bear Markets, Inflation, and Opportunities
  • 2022 Jan – Omicron, Markets, Inflation and Taxes
  • 2021 Mid-Year – Updates and Thoughts on the Market, Economy, Inflation, and Taxes
  • Investment Lessons of 2020 for the Ages
  • 2020, October – Retirement and Tax Newsletter – Elections, Tax Opportunities, and Silver Linings
  • Cyber security in the age of Covid-19
  • 2020, Mid-Year Briefing – Records Set, New RMD Ruling, Covid-19

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Voted best of North Lake Tahoe 3 times since 2021, Incline Village 2024.

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