Monthly Commentaries

A monthly update we write regarding the investment environment, the performance of the economy, financial planning topics, tax law changes, MAM company projects, etc. More
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Quarterly Letters

A quarterly update we write regarding the quarter and year-to-date performance of the stock market and MAM portfolios, the economic environment, our outlook for the stock market, financial planning topics, etc. More
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Tax Updates

Annually we write a letter that provides an update of the tax law changes. More
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White Papers

We have created White Papers from certain articles we have written for the Monthly Commentaries and Quarterly Letters. We choose these articles because they have long-term significance for clients. More
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