Greetings Valued Clients, welcome to my March Client Newsletter #144 for the goal-focused, long-term, equity investor.

In addition to Nick’s excellent Client’s Corner and the very insightful Capital Group Podcast, this month I had a request from a new financial advisor whom I’m mentoring to record a video that summarizes our financial philosophy. I don’t go into tremendous details but I explain what I can in 12-minutes. I hope you get some value out of it, as well. See below.

Nick’s March Client’s Corner

Two Years Sixteen Days Once Again the Tragedy is Complete

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 or open the attached PDF.

His previous newsletters are here.

This Month’s Financial Tip

Overall Financial Philosophy

This is a 12-minute video overview of our findamental philosophy.

Podcast of the Month

Conversations with Mike Gitlin: Featuring Rob Lovelace

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time.

Financial Book of the Month

The Intelligent Investor

By Benjamin Graham.

Warren Buffett says this is by far the best book on investing ever written. The greatest investment advisor of the twentieth century, Benjamin Graham taught and inspired many including Warren Buffet.

Money Memes and a Little Humor

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Resources

• My Client Website
• My Philosophy, Financial Checklist & Service Model
• Nick Murray’s 20 Investment Epiphanies
• What the Experts Say about Long-Term Equity Investing
• What the Experts Say about American Funds
• What the Experts Say about Using Variable Annuities for a Guaranteed Income
• Retirement Presentation
• Term Life Insurance Presentation
• Living Trust Presentation
• Previous Client Newsletters
• Subscribe to my Client Newsletter
• Capital Group Podcasts
• Capital Group Articles
• American Funds Client Log-In
• Jackson Variable Annuity Client Log-In

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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.

• [email protected]
• 714.602.3192
• LinkedIn

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