H.M. Wise Asset Management

Investing Wisely Newsletters

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.


Recent Editions
November 2018
September 2018
May 2018
March 2018
November 2017
September 2017
May 2017
January 2017

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Mike and Carmen at Oktoberfest in Germany

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