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Helpful Resources & Links

Recent Quarterly Newsletters​

January 2024

Time-Tested Principles

 

October 2023

Back to Normal

July 2023

Interest Rates and the Stock Market

April 2023

Banking 2008 Redux?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Book List

 

The Intelligent Investor

Benjamin Graham & Jason Zweig

 

The Most Important Thing Illuminated

Howard Marks

 

Reminiscences of a Stock Operator

Edwin Lefevre

 

Stocks for the Long Run

Jeremy J. Siegel

 

 

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