Joe sends out several letters each year to clients. If you would like the latest offering simply sign up for the newsletter subscription. The letters are somewhat humorous, sometimes irreverent, but try to capture current events and the subsequent economic and market impacts. The letters are not designed to deliver individual investment advice, but rather to touch base with clients and offer a perspective. Clients, and prospective clients, may get in touch directly with Smart Choice to discuss their individual circumstances relating to investment portfolios and financial planning.
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Examples of Past Newsletters
The Times are a Changin’
By now just about everyone has heard about the incredible I bond interest rates [...]
One of the Toughest Markets Ever Parties On
One of the toughest, specifically, for new retirees. There may have been harder markets to [...]
More Folly
Back in June, the subject line of this paper related to the folly of opening [...]
Between a Rock and a Hard Place
So if you were one of the ‘smart’, but unfortunate, investors that pulled out in [...]
Buffer Accounts for Retirement Longevity
With the markets making new highs daily there is not much to worry about when [...]
New Retirement Rules…
have just been released by the government which will add yet another layer of regulations [...]
When Equity Premiums Fade
Re-balancing is a time-tested strategy of asset allocation discipline that allows investors, if nothing else, [...]
Market Views
Negativity Sells... many things. Politicians recognized this long ago. One has only to endure a [...]
Tuition Bills Coming Due…
WOW!… Is this market on a run! Investors are beginning to forget about the ‘lost [...]
Insurance Nation
There are billboards all over town advising you to visit ‘the safe money guy’. Invest [...]
August Market Comments…
My Head is Spinning… from watching all of the money flying around these past few [...]
Fooled by Randomness…
That, of course is the title of Nassim Taleb’s 2004 work about the role [...]
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