The Thoughtful Investor is a quarterly publication of Financial Security Advisors designed to provide clients with a greater understanding of active management and how to build financial security. To receive our newsletter by email, just send us an email requesting to be added to our mailing list. You may also be interested in periodic investor perspectives from Morris Vickers.
Past issues of the Thoughtful Investor are available as PDF documents. Opening these documents will require the use of Adobe Acrobat Reader. To download a free copy of the program, click the link below.
3rd Quarter 2008 - Articles Include:
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• Presidential Election Years Are Historically a Good Time to Invest • The Best Loss Strategy: Move On • Window for Roth IRA Conversions • Email Investment Scams are Huge; Don’t Be a Victim • Caution When Financing Investment Real Estate • 2010 Holds Special Challenges for Wealthy |
2nd Quarter 2008 - Articles Include:
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• Financial News and a Grain of Salt • A Guaranteed Gain • Window Opens to Capture Long-term Gains with 0% Capital Gains Taxes • Contrarian Indicators Can Signal Market Turning Points • Did You Miss America Saves Week ? • Raiding Retirement Plans Costly Source of Cash |
1st Quarter 2008 - Articles Include:
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• Emotion and the Investor • 2007 Tax Reminder • Health Insurance Options for the Retiree • Appealing Property Taxes • Lessons from the Sub Prime Crisis |
4th Quarter 2007 - Articles Include:
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• When Good Stocks Go Bad • October Through April Historically the Best Time to Invest • Hyman Minsky Was Right • Two Vital Documents - a Living Will and a Power of Attorney • Is Buy and Hold Really the Answer to Successful Investing? • Make Annual Credit Reports a Priority |
3rd Quarter 2007 - Articles Include:
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• Is Performance the Reason to Go Passive? • Summer Jobs Can Pay Off with a Roth IRA for Youth • Buy a New Home Or Invest Your Money? • When Ownership Form Matters |
2nd Quarter 2007 - Articles Include:
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• Are You the Millionaire Next Door? • The Bright Side of Volatility • Anatomy of a Bubble • Has Your Life Changed? • What Does it Take to Have $1 Million in Investments? • A New File for Estate Planning • Faulty Logic |
1st Quarter 2007 - Articles Include:
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• IRA Rollovers Complement a Change of Employment • It's Not That Simple • Direct Deposit Your Tax Refund • Giving it Away Is Easier in 2007 • 401(k) Plans Gain Greater Beneficiary Flexibility |
4th
Quarter 2006 - Articles Include:
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• Balancing Risk for Older Investors • The Curious Case of the Changing Frontier • Don't Overlook Roth Benefits • Is Early Retirement in Your Future? • Time and Compounding are the Investor's Best Friends |
3rd Quarter 2006- Articles Include:
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• Actively Managed Funds Are Proving Their Value • Who Are Your Beneficiaries? • Summer and the Presidential Cycle • Logarithms and the Financial Market • The Changing Nature of Retirement |
2nd
Quarter 2006 - Articles Include:
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• What to Do Before You Retire • 10 Reasons to Invest in a Roth • Investing Requires Structure • Contingency Planning in Financial Planning • Documents You Should Have on File • Lower Your Energy Bills and Your Taxes • Become Truly Wealthy • Spotting Fraud and Corporate Misconduct |
1st
Quarter 2006 - Articles Include:
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• How Much Are You Worth Today? • Fat Tails and Probability Statistics • Make Your 2006 Retirement Contributions Now • Lessons from Katrina: Minimizing the Financial Impact of a Disaster • How Much Are You Willing to Lose? |
4th
Quarter 2005 - Articles Include:
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• Bad Math and Bad Investment Advice • Savings? What Savings? • 15 Ways to Cut Your Expenses and Save More • Retirement Accounts Protect Assets from Creditors • Cautions When Investing in Real Estate |