May 2022 Client Letter

Recently, our family began the process of touring colleges for my son, Rick, who is finishing his junior year at Naples High. On our first round of visits we flew Delta, connecting in Atlanta and finally arriving in Charlottesville…

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March 2022 Client Letter

Fortunately for me, the worst part of getting COVID-19 was the effect it had on my fitness program. As I wrote in my last letter to you, I have been exercising consistently since my Peloton bike arrived in April 2021. But a combination of unexpected travel and a mild form of the virus led me to miss many weeks of workouts…

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December 2021 Client Letter

When I turned 50, my mom offered to buy me a Peloton bike. Initially, I was hesitant to accept the gift. I didn’t want a piece of equipment in the house that might go unused or, as my dad would say, become a very expensive clothes hanger. Plus, once owned, there would be zero excuses to not exercise.

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September 2021 Client Letter

Thanks to a modest monetary gift from my grandfather, I began investing in the early 1990s. Given that my dad was editor of the monthly investment newsletter, Richard C. Young’s Intelligence Report, investment advice was never in short supply.

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June 2021 Client Letter

As things look today, it appears we may head into summer facing more troubling financial headlines than we saw during the first half of this year. Inflation has been a big topic this past month…

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