This is an index of my monthly client newsletters. I’ve been writing these since 1989, but have only archived them since 2023. I hope them bring you some value.

Subscribe to my Client Newsletter.

Monthly Client Newsletters

2023

• #140 - November 2023
• #141 - December 2023

2024

• #142 - January 2024
• #143 - February 2024
• #144 - March 2024
• #145 - April 2024
• #146 - May 2024
• #147 - June 2024
• #148 - July 2024
• #149 - August 2024
• #150 - September 2024
• #151 - October 2024
• #152 - November 2024 | web version
• #153 - December 2024

2025

• #154 - January 2025
• #155 - February 2025
• #156 - March 2025
• #157 - April 2025

Mid-Year / Year-End Client Letters

Since 2017 I’ve added mid-year and year-end letters to my monthly newsletter where I review the principles of our investment philosophy and a brief commentary on the current market.

• Michael’s Year-End Letter 2017

• Michael’s Year-End Letter 2018

• Michael’s Year-End Letter 2019

• Michael’s Mid-Year Letter 2020
• Michael’s Year-End Letter 2020

• Michael’s Mid-Year Letter 2021
• Michael’s Year-End Letter 2021

• Michael’s Mid-Year Letter 2022
• Michael’s Year-End Letter 2022

• Michael’s Mid-Year Letter 2023
• Michael’s Year-End Letter 2023

• Michael’s Mid-Year Letter 2024
• Michael’s Year-End Letter 2024

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• Read my Financial Checklist & Service Model.

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^{Securities offered through Innovation Partners, LLC. Member FINRA/SIPC}