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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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