Last updated: 3 Jul 24 23:17:21 (UTC)

Michael's Client Newsletter #147, June 2024

Greetings Valued Clients, welcome to my June Client Newsletter #147 for the goal-focused, long-term, equity investor.

What can a 529-Plan be used for (other than college)? More than you may think. Here are nine ways to put a 529 plan to use.

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

Nick Murray’s June Client’s Corner

The National Debt and The Stock Market

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

Yaron Brooke on bitcoin, day-trading, do-it-yourselfers, long-term investing.

This is a 4.5 minute except from Yaron Brook on The BODY Movement podcast episode 28, 4.11.2022. Yaron Brook is an Israeli-American entrepreneur, writer, and activist. He is the current chairman of the board at the Ayn Rand Institute, and also the co-founder of BH Equity Research.

Play Video

Podcast of the Month

The new reality of investing in 2024

Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial intelligence, tech’s dividend strategy and the rise of Japan.

Video Interview of the Month

Conversations with Mike Gitlin: Featuring Alan Wilson

Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned from the success of Apple’s Steve Jobs, and why he keeps a framed picture of zebras in his office.

Financial Book of the Month

Capital: The Story of Long-Term Investment Excellence

By Charles Ellis.

The best book on the history of Capital Group. Find out what makes American Funds so special.

Money Memes and a Little Humor

P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.

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}