Investor Resources

We believe in educating our clients, and providing high quality resources to help them understand the financial markets, make sound investment decisions, and most importantly work towards a comfortable retirement.

The Intelligent Investor's Market Memo

The Intelligent Investors Market Memo January 6, 2010

January 6, 2020Top Investment Trends Affecting Your Portfolio This Week Subscribe to the Intelligent Investor's Market Memo ​ After Ending 2019 and the Decade on a High Note, Stocks Ended the Week Mixed After the U.S. Killed Iranian General Suleimani in Iraq Stocks ended the holiday-shortened week mixed after the U.S. ...

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The Intelligent Investors Market Memo January 6, 2010

January 6, 2020Top Investment Trends Affecting Your Portfolio This Week Subscribe to the Intelligent Investor's Market Memo ​ After Ending 2019 and the Decade on a High Note, Stocks Ended the Week Mixed After the U.S. Killed Iranian General Suleimani in Iraq Stocks ended the holiday-shortened week mixed after the U.S. ...

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The Intelligent Investors Market Memo Dec 9, 2019

December 9th  2019Top Investment Trends Affecting Your Portfolio This Week Subscribe Mixed Economic News and Trade War Uncertainty Led to a Flat, but Volatile Week for Stocks Stocks dropped sharply on Monday and Tuesday due to weak economic data and President Trump’s threat to impose more tariffs on France, Brazil, and ...

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The Intelligent Investor’s Market Memo Dec 2, 2019

December 2nd,  2019Top Investment Trends Affecting Your Portfolio This Week Subscribe The S&P 500 Reached an All-time High Despite Uncertain News on the Trade War and a Holiday Shortened Week Last week, stocks rallied due to better than expected economic data and President Trump’s statement that we are in the “final ...

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The Intelligent Investor’s Market Memo Nov 11, 2019

November 11th, 2019Top Investment Trends Affecting Your Portfolio This Week Subscribe ​The stock market rally continued last week despite mixed economic data and conflicting trade war headlines.Last week, stocks rallied for the fifth consecutive week, and safe havens plunged due to a better than expected ISM Non-manufacturing report and a ...

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The Intelligent Investor’s Market Memo Nov 4, 2019

November 4th, 2019Top Investment Trends Affecting Your Portfolio This Week Subscribe Markets rallied last week because the Fed cut interest rates, and economic data was better than expected.Better than expected economic reports and more accommodation from the Fed drove stocks higher last week. The S&P 500 rallied by 1.5% to ...

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Recommended Reading

Below are white papers published by other authors, but ones that we respect and feel that investors should read.

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The Intelligent Investor's Market Memo