Published four times a year, and reviewed by FINRA, the Lessons: Perspectives for a Lifetime of Investing newsletter builds on the wisdom found in the Lessons printed booklet. Its convenient format enables clients to read the newsletter at their convenience—anytime, anywhere—and its attractive design encourages them to do so, thereby increasing their exposure to investing basics and the message that responsibility, patience, and discipline are crucial to investment health.

The newsletter addresses current market issues on a timely basis, but unlike other newsletters it is not “newsy”. It focuses on only one topic each quarter so the reader gets a consistent message over time about patience and discipline in investing.

Please contact us to learn more about how our quarterly newsletter works with our printed booklet and digital presentation to help independent investors achieve financial well-being.

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