Newsletter Archives
Spring, 2023
– Be Steady and Vigilant
– Market Momentum, Bank Bailouts, and Recession or Soft Landing?
– Tax Update: Tax Revenues, Secure Act Dates, and Student Loans
Winter, 2023
– Creating Wealth in an Ironic Financial Environment
– The Fed Prescribes Pain
– Woodstock Corporation: Services, Structure & Skill
– Retirement, Estate Tax Changes, and Adventurous Tax Planning
Fall, 2022
– A Path Through the Turmoil
– Grimace Now, Smile Later
– How Should You View the Market Downturn?
– Tax Roundup: Record IRS Revenue Intake, Excessive Penalties, and TIPS
Summer, 2022
– Wall Street Catches Up
– A Difficult Period for Stocks
– Tax Update: Correspondence Audits and Charitable Distributions
Spring, 2022
– Why Investing Directly in Stocks Serves Investors Well
– As the Fed Fights Inflation, Can Recession Be Far Behind?
– Tax Update: Extensions, Capital Gains, and Social Security
Winter, 2022
– Trends to Watch in the Year
– Ahead Inflation Presents a New Challenge
– Tax Update: Revenue Debates and the State of the IRS
Fall, 2021
– A Middle Ground for Investors
– Peering Down From Way Above Trend, A Look at the TINA Problem and Portfolio Rebalancing Headwinds
– What’s a Client to Do?
– Tax Roundup: Tax Guide, Social Security, and Tax Gaps
Summer, 2021
– Investment Strategies and Tactics for Tricky Times
– Remember Normal? Economy Reaccelerates at Full Tilt
– Tax Update
Spring, 2021
– Risk Factors: Regulatory Oversight and Inflation
– A Case in Contrast
– Bright Light at End of Pandemic Tunnel: The Great American Reopening
– Tax Update
Winter, 2021
– Sleep Well by Setting Limits and Watching
– The Limits of Monetary and Fiscal Policy
– Socially Responsible and ESG Investing – Trendy Topic or The New Normal?
– Woodstock Welcomes Benjamin Dawson as Senior VP & Portfolio Manager
– Tax Update
– Trip Sparked Idea for Nonprofit to Benefit Women in Africa
Fall, 2020
– A Perspective on Volatility, Complexity, and Other Asset Classes
– “Covid Stocks” and Pandemic Ripple Effects
– Tax Update
Summer, 2020
– US Shines in Share of World Market Capitalization
– One Part of Growth Investing
– What Will the Recovery Look Like?
– Tax Update
Spring, 2020
– An Optimal Asset Mix for the Win Corona
– Virus Pandemic: Stimulus and Response
– The Hard Work at Woodstock
– Cash Component
– Tax Update
Newsletter Archives
Summer, 2019
– Uncharted Territory, But With Déjà-vu
– Thinking About Investment Success Over the Next 20- 30 Years
– Tax Update
Spring, 2019
– One and Twenty
– First Quarter, 2019 Financial Markets Review: A Wild Shift Up
– Tax Update
Winter, 2019
– Clean Up Liquidity with a Taper, Powell
– Tax Update
Fall, 2018
– Stay the Course
– Tax Update
Summer, 2018
– Why are Long Term Interest Rates so Low?
– Tax Update
Spring, 2018
– Realistic Investor Expectations for Late Cycle Conditions
– Tax Update
Winter, 2018
– An Uncoiling Spring
– Tax Update
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
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
Newsletter Archives
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
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