Our weekly newsletter for the trading week ending May 8, 2020. First published 5/9/2020
To our investor family during this “safer at home” order. First published 4/01/2020
An open letter to our concerned clients during the current downturn in markets. First published 2/28/2020
We’re pleased to announce healthy dividend increases in the Berkshire Dividend Strategy:. First published 5/7/19.
A little perspective from Mitch Zacks of Zacks Investment Management on the November 2018 downturn in technology.
Recent market action has precipitated an adjustment in the DD-WM managed ETF models. This 6/28/2018 communique details the rationale for those changes. First published 11/28/18.
| Senior Portfolio Manager Mitch Zacks gazes into his crystal ball for the coming year, in his trademark understandable style. Posted with permission of Zacks Investment Management. First published 1/4/18. |
Worried about the Equifax data breach? This article from Kiplinger’s provides some helpful action steps.
Mitch Zacks of Zacks Investment Management feels we are still in a secular bull market driven by economic fundamentals – not politics. This piece summarizes it nicely. First published 2/24/17.
