Quarterly Newsletters

Latest Newsletters

Fall, 2017
– What to Make of the Market
– Tax Update
– Agawam Trust and Management

Summer, 2017
– The Death of Inflation
– Spotlight Focus: Sewpportive Friends

Spring, 2017
– Fundamentals Will Trump the Economic Growth Age
– Tax Update

Winter, 2017
– A New Regime
– Tax Update

Fall, 2016
– Is Corporate America’s Buyback Binge Coming to an End?
– Tax Update

Newsletter Archives

Summer, 2016
– Strange Times
– Tax Update

Spring, 2016
– Who Killed the Business Cycle?

Winter, 2016
– The Oil Drag of 2015 Reverses in 2016

Fall, 2015
– What’s Going on With China?
– Tax Update

Summer, 2015
– A Look at Wages

Spring, 2015
– Earnings, Economy Slow but Long Term Still Positive

Winter, 2015
– Three Key Developments in Financial Markets
– Tax Update

Fall, 2014
– Off the Floor Boards
– Safeguarding your Financial Information

Summer, 2014
– Are Higher Stock Prices Ahead?
– What is GIPS?

Spring, 2014
– Activists
– Warming Up?
– Agawam Trust

Winter, 2014
– S&P 500 Returns Will Also Taper in 2014!

Fall, 2013
– Slow and Steady Wins the Race
– Strataweb Update
– Tax Update

Newsletter Archives

Summer, 2013
– Don’t Fear the Taper
– Contributions to a Traditional Investment Retirement Account

Spring, 2013
– The Same Old Cycle, But With a Twist
– The Family Office Revisited

Winter, 2013
– Research Strength
– Tax Update

Fall, 2012
– Don’t Just Stand There – Ease!
– It’s October 2012, Do You Know What Your Estate Plan Says?
– Tax Update

Summer, 2012
– Mid-Year 2012
– Beyond Investment Management
– Tax Update

Spring, 2012
– Introducing Woodstock’s Three New Portfolio Strategies
– A Broken Business Model
– Spring Cleaning

Winter, 2012
– 2011 Year in Review and 2012 Outlook
– The 2010 Tax Relief Act

Fall, 2011
– Europe is a Mess
– A Word on Bond Funds

Summer, 2011
– Midyear 2011

Spring, 2011
– Inflation Fears

Winter, 2011
– Cruising on the QEII
– Tax Update

Fall, 2010
Summer, 2010
Spring, 2010
Winter, 2010