This is an index of my monthly client newsletters. I’ve been writing these since 1989, but have only archived them since 2024. I hope them bring you some value.

Subscribe to my Client Newsletter.

Monthly Client Newsletters

2024

• #152 - November 2024
• #153 - December 2024

2025

• #154 - January 2025
• #155 - February 2025
• #156 - March 2025
• #157 - April 2025
• #158 - May 2025
• #159 - June 2025
• #160 - July 2025
• #161 - August 2025
• #162 - September 2025
• #163 - October 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

• Michael’s Mid-Year Letter 2025

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Michael Paulding Thomas

• Celebrating 36 years in the industry

• Investment Advisor • Securities Principal

• Series 6, 26, 63, 65 • Life

• Mutual Funds • IRAs (Roth, Traditional, SEP, Simple, Minor) • 529 College Plans • UTMA minor accounts • ABLE accounts • Variable Annuities • 401k Plans • Term Life Insurance • Living Trusts

• 714.602.3192

• [email protected]

• Schedule a 30-minute conversation

• Subscribe to my monthly client newsletter

• Client web site

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