Education

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

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

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

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