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    • 2025 January – A Time for Managing Expectations; The Importance of Balance
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2025 January – A Time for Managing Expectations; The Importance of Balance

by Jack Ekin and Lisa Farrier | Feb 22, 2025 | completed, Newsletters

2025 January – A Time for Managing Expectations; The Importance of Balance Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version “The investor of today does not profit from yesterday’s growth.” — Warren...

2024 Mid-Year – Earnings, Inflation, and the rewards of Thinking-Long Term

by Jack Ekin and Lisa Farrier | Aug 13, 2024 | completed, Newsletters

2024 Mid-Year – Earnings, Inflation, and the rewards of Thinking-Long Term Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version “The only thing new in the world is the history you don’t know.” —...

2024 Jan – Recent Crises, Taxes, and Inflation

by Jack Ekin and Lisa Farrier | Jan 24, 2024 | completed, Newsletters

2024 Jan – Recent Crises, Taxes, and Inflation Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version The stock market is a device to transfer money from the impatient to the patient. — Warren Buffet Markets We’ve...

2023 Jul – The Long and Short Of It

by Jack Ekin and Lisa Farrier | Jul 30, 2023 | completed, Newsletters

2023 Jul – The Long and Short Of It Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version “The Real key to making money in stocks is not to get scared out of them.”                                           ...

2023 Jan – Thoughts on the FED, Inflation, and the New SECURE Act 2.0

by Jack Ekin and Lisa Farrier | Mar 30, 2023 | completed, Newsletters

2023 Jan – Thoughts on the FED, Inflation, and the New SECURE Act 2.0 Share On Facebook Share On Twitter Share On Linkedin Share Via Email Copy URL Printable Version Markets Inflation has been a concern for more than a year now, and we are well into the 17th...
« Older Entries
  • 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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