Letter Archive
One of the ways we keep clients informed is through regular letters from our team. Below please find links to communication sent out from our team over the past couple of years.
- March 26th, 2026 - Iran Conflict
- January 15th, 2026 - Looking to 2026
- August 26th, 2025 - Tacking a Sunfish
- July 14th, 2025 - We Are Proud of You
- May 2nd, 2025 - It's Official
- April 15th, 2025 - This Volatility
- March 27th, 2025 - Dynamic not Static
- January 15th, 2025 - Looking To 2025
- November 15th, 2024 - Interest Rates
- October 15th, 2024 - My Xray Shows
- September 4th, 2024 - Can I Retire?
- August 8th, 2024 - Our Cyber Security Guarantee
- July 18, 2024 - XYZ index is making new highs!
- May 10, 2024 - April 2024 Disappointed
- April 18, 2024 - The Tapestry Chart
- January 18, 2024 - 2023 Year-End Letter
- October 10, 2023 - Overlapping Circles of Competency
- October 4, 2023 - Why Are Markets Suddenly Going Down?
- September 12, 2023 - Tapestry Letter
- June 15, 2023 - Stocks Up
- April 20, 2023 - Team Highlights and Q1 2023 Review
- February 22, 2023 - 2020 vs. 2022
- January 5, 2023 - Year-End Double Bear Market