Last updated: 27 Nov 23 05:39:19 (UTC)

Michael's Client Newsletter #140, November 2023

Greetings Valued Clients, welcome to my November Client Newsletter #140 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 you introducing me to them. Thank you again for being my client.

Nick’s November Client’s Corner

The Seriously Underappreciated Power of Dividend Growth

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

Click the title above.

This Month’s Financial Tip

A.B.L.E. Accounts

ABLE accounts help provide financial security for individuals with disabilities by allowing earnings in the account to grow free from federal taxes as long as withdrawals are used for qualified disability expenses.

American Funds has good information about ABLE accounts.

Feel free to contact me to for more information or to open an account.

Podcast of the Month

The new reality of investing (2024 edition)

As New Perspective Fund celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining interest rates is over, she says, and it’s time to think about the new reality of investing.

Financial Book of the Month

Simple Wealth, Inevitable Wealth

By Nick Murray.

This is the best book I’ve ever read for understanding the fundamentals of our investment philosophy. Required reading for all your clients and our Advisors.

Where to get it.

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}