Helpful Resources & Links

Recent Quarterly Newsletters​

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July 2020

A New World for Interest Rates

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April 2020

Coronavirus

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January 2020

Are We a Hare or a Tortoise?

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October 2019

Navigating the Next Recession

 

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Useful Links for Clients

 

Charles Schwab

 

TD Ameritrade

 

CEO Express

 

Securities and Exchange Commission

 

Wall Street Journal

 

Yahoo! Finance

 

 

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