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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May 2021 Client Letter

When I started working at Richard C. Young & Co. Ltd., our sole investment focus was investing in U.S. Treasury securities. The most profitable strategy we implemented during the early years of the 1990s was long-term zero-coupon bonds.

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March 2021 Client Letter

Staying invested during extreme market downturns may seem counterintuitive when losses are piling up, but it is often one of the best decisions an investor can make. That doesn’t mean portfolio positioning and individual holdings should be set on autopilot…

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