Quarterly Newsletters

Latest Newsletters

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

Summer, 2016
– Strange Times
– Tax Update

Newsletter Archives
(Coming soon)

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

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

Newsletter Archives
(Coming soon)

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

Fall, 2009

Summer, 2009

Spring, 2009

Winter, 2009

Fall, 2008

Summer, 2008

Spring, 2008

Winter, 2008

Fall, 2007

Summer, 2007

Spring, 2007

Winter, 2007

Fall, 2006

Summer, 2006

Spring, 2006

Winter, 2006