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Helpful Resources & Links

Recent Quarterly Newsletters​

January 2026

Diversification, Risk, and Tax Efficiency

October 2025

Build AI and They Will Come?

 

July 2025

Fear of Missing Out

 

April 2025

Tariffs and Trade Wars

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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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