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Helpful Resources & Links

Recent Quarterly Newsletters​

April 2023

Banking 2008 Redux?

January 2023

Consistency is Key

October 2022

It Is Always Darkest Before The Dawn

July 2022

The Case for Investing Continues

















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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