THE LATEST ISSUES

Fourth quarter 2023 Thoughtful Investor newsletter
Fourth Quarter 2023 - Articles:

“Missing the Best” Doesn’t Matter; Volatility Increases in Uncertain Markets; Threats to Your Financial Security; Does Your State Owe You Money?; Catch-up Contributions to 401(k) Plans Continue to Be Tax Deductible; Stop Procrastinating, Take Action

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Third quarter 2023 Thoughtful Investor newsletter
Third Quarter 2023 - Articles:

60/40 Portfolio Nears the Three-Quarter Century Mark; Trickle Down Effect of Higher Interest Rates; Salute to William O’Neil; Tax Reduction or Tax Evasion?; Retirement Planning Without the Fear Factor

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Second quarter 2023 Thoughtful Investor newsletter
Second Quarter 2023 - Articles:

Does the Presidential Cycle Mean an Up Market?; Do You Trust Your Phone a Little Too Much?; The IRS May Consider You a Small Business; SECURE 2.0 Act; Preventing Fraud Can Save You from Financial Disaster

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First quarter 2023 Thoughtful Investor newsletter
First Quarter 2023 - Articles:

Inflation Brings IRS Changes to Tax Brackets; Complications for 2023 Market Outlook; Beware of Promissory Note Fraud; Retirement Plan Contribution Limits; Rethinking Retirement Accounts; Giving Away Money Starts with a Plan

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Fourth quarter 2022 Thoughtful Investor newsletter
Fourth Quarter 2022 - Articles:

The Good News, Bad News of Inflation; Why Are Forecasts So Often Wrong?; Watch Out for the Tropes; Techniques to Avoid Late Fees and Penalties; Preparing for the Inevitable

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Third quarter 2022 Thoughtful Investor newsletter
Third Quarter 2022 - Articles:

Welcome to Unintended Consequences and Interesting Times; Preparing for Evacuation; Six Tools of Persuasion; The Next Big Thing – Energy Innovation?; Put the Power of the List to Work!

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Second quarter 2022 Thoughtful Investor newsletter
Second Quarter 2022 - Articles:

Coping with Market Downturns; Put the News on Time Out; Asset Location Is an Important Tool to Reduce Taxes; Overcoming Retirement Account Investing Hesitations

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First quarter 2022 Thoughtful Investor newsletter
First Quarter 2022 - Articles:

Greenwashing Among Risks of ESG Investing; Hide Your Home Online!; Stagflation has Economists Worried; Replacing “Retirement” with “Financial Independence”; Inflation is Changing the Numbers

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