Last updated: 4 Jan 24 23:08:43 (UTC)

Michael's Client Newsletter #141, December 2023

Greetings Valued Clients, welcome to my December Client Newsletter #141 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 December Client’s Corner

The Curious Case of the Five Percent Apocalypse

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

Term Life Insurance

There are two types of life insurance: term and cash-value. Learn the difference between them and which is best by reading my Life Insurance Presentation. Also, find out how to calculate how much insurance you need, and for how long.

Podcast of the Month

Acorns to oaks: The power of small-cap stocks

Capital Group investment analyst Will Craig shares his insight into small-cap stocks. Public companies worth $6 billion or less can present attractive pricing opportunities, he explains, simply because not as many investors are paying attention to this promising corner of the financial markets.

Financial Book of the Month

Stocks for the Long Run

By Jeremy Siegel.

Recommended by Nick Murray. Definitive Guide to Financial Market Returns & Long-Term Investment Strategies.

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}