I write my own newsletter, based upon my personal research. The opinions that I express are mine. Those charts that you see in the newsletter are all based on financial data that I collect and store in a database that I update weekly.
I gather information from multiple and varied sources over the course of each quarter—magazines, websites and blogs. I regularly attend meetings to listen and pose questions to the portfolio managers that manage our assets. I attend several educational conferences each year. The topics that I discuss in the newsletter are those that I believe are relevant and of interest to you and me.
Thank you, to those who have expressed appreciation of the value of this service to keep you up-to-date and informed.
I send the newsletter to my clients on a quarterly basis - generally January, May, September and November - and post the most recent issues here on my website.
Due to increases in the regulatory burden, certain sections of my newsletter are no longer compliant. As a result, I have reluctantly decided to cease publication of Investing Wisely. I thank the many people who have commented positively for my insights over the 25 years that I published the newsletter. Please contact me directly if you would like to discuss my views of the investing climate.