Last updated: 3 Jul 24 23:17:37 (UTC)

Michael's Client Newsletter #143, February 2024

Greetings Valued Clients, welcome to my February Client Newsletter #143 for the goal-focused, long-term, equity investor.

By the way, if you know people who might benefit from the sort of investments you have with me I would certainly appreciate an introduction. Thank you again for being my client.

Nick’s February Client’s Corner

The Markets Too High Where Have I Heard That Before.

Every month Nick Murray publishes a one-to-two page client newsletter for the Lifetime Equity Investor. I hope you find it as valuable as I do.

Click the title above.

His previous newsletters are here.

This Month’s Financial Tip

529-Plan Qualified Expenses

Some of the common expenses that qualify for 529-Plans include:

Tuition and mandatory fees.
Required books, supplies and equipment. Computers or peripheral equipment (such as printers). Computer software. Internet access and related services
Room and board for the time the beneficiary is enrolled at least half-time in a degree, certificate or other program.

For more details visit American Funds

Podcast of the Month

Friendshoring: The Rise of Mexico

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It’s a trend called “Friendshoring.” Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it’s likely to become even more important in the years ahead.

Financial Book of the Month

The Case for Dividend Growth: Investing in a Post-Crisis World

By David Bahnsen.

Nick Murray says: I think so highly of this book — and David — that I’ve bent my unbreakable rule never to provide jacket blurbs. The compounding of growing dividends is at the core of David’s investment policy. You will particularly wish to consider his recommended withdrawal strategy, which I’ve not seen anywhere else.

Money Memes and a Little Humor

Resources

About Me

Michael Paulding Thomas Financial Advisor, Registered Representative, Securities Principal, Series 6, 26, 63, 65, Life

For over 34 years I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.

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