- 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
- 2020, May – Looking across the Covid-19 Valley