Markets, planning, and everyday financial decisions
A short letter: market insights in plain English, the planning opportunities worth knowing about, and the everyday money questions that come up. Written by advisors with nothing to sell.
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What you would have received
Recent letters, exactly as subscribers got them.
- September 2026Rates are moving. Should your cash?
- August 2026Small Caps Take the Lead & Smart Ways to Borrow
- July 2026Why We're Still Optimistic About 2026
- June 2026The Market Rally & A Little-Known Retirement Strategy
- May 2026Consumers Feel Bad. Stocks Don’t.
- April 2026Why a strong April is a bullish signal for stocks
Don Cummings and Kevin Kleinman write it. Longer pieces go on Insights.