Newsletters

Year 2017

09-2017 Special Alert Newsletter

08-2017 August Newsletter

06-2017 4th of July Newsletter

04-2017 Index Funds Newsletter

04-2017 Phishing Email Newsletter

03-2017 March Newsletter

Year 2016

12-2016 December Newsletter

10-2016 October Newsletter

09-2016 September Newsletter

08-2016 Fidelity Information Verification Newsletter

06-2016 June Newsletter

01-2016 Interview with Ms. A and February Conference Call Announcement

12-2015 Holiday Newsletter

10-2015 October Newsletter and Conference Call

08-2015 August Newsletter

07-2015 July Newsletter and August Conference Call

05-2015 May Newsletter

03-2015 March Newsletter

02-2015 February Bond Purchase

01-2015 January Conference Call Newsletter

12-2014 Holiday Newsletter: Office Hours & Schedule

12-2014 December Newsletter: Recent Rout in Oil Stock: Buy or Not Buy?

11-2014 November Newsletter: Stock Market Forecast; Introducing Taylor

10-2014 October Conference Call - Fire and Ice

09-2014 Money Request Procedures Update

09-2014 End of Summer Recap

06-2014 The Investment Bubble | Conference Call in July

04-2014 The More Things Change, The More They Are The Same

03-2014 The Ukraine Situation and Schwab Transition

02-2014 Market Correction & Conference Call

12-2013 Holiday Newsletter

10-2013 Debt Ceiling Standoff

09-2013 QE Infinity

08-2013 Diversified Portfolio Payoff

07-2013 Letter From the Professor

06-2013 Letter From the Professor

05-2013 Fire or Ice

03-2013 Portfolio Protector Gold

02-2013 Disconnect Between Stock Market Performance and Economics

12-13-2012 Gold's Performance and Volatility

12-06-2012 Gold Becoming Riskier

11-15-2012 Return to Sanity

11-07-2012 Post Election Strategy

10-2012    Quantitative Easing to Help Stock Market Performance

09-2012    Mirror Mirror

06-27-2012 Client Event Invitation

06-01-2012 Gold Bullion and Gold Mining Stocks

05-15-2012  Quick Note on Strategy of Gold

05-11-2012  European Debt Crisis

05-10-2012  New ERISA Regulation Letter

04-2012 Market on a Roller Coaster

03-2012 Europe Mending, China Slowing, US Economy Improving

03-2012 Letter From the Professor

01-2012 The Great Recession

11-2011 The European Vacation

10-2011 Deja Vu

05-2011 Quantitative Easing Sets Sail - Bon Voyage

02-2011 The Debt Supercycle

07-2010 Market Turbulence in Global Economy

02-2010 Risk-Off Investment

12-2009 The Road Less Traveled and the Roadmap to 2010

10-2009 The New Normal - Sluggish Economies, Low Returns, and High Unemployment

08-2009 Double Dip Recession

06-2009 Focus on Preserving Capital

03-2009 Start of a Bear Market Rally

02-2009 Liquidation of Oil Positions and Reversal in Gold

12-2008 Rebuilding our Asset Allocations

10-2008 Finance Hangover

06-2008 Outpacing and Counteracting Inflation

03-2008 Exotic Securities

01-2008 Stagflation - Slow Growth and Rising Inflation

4100 Newport Place Drive, Suite 250, Newport Beach, CA 92660
Phone: 949-251-9333 | Fax: 949-251-9334 | Email: nora@sfpria.com