News & Information Samples

Monthly Newsletter Samples

The following are samples of our Monthly Newsletters. For access to the complete collection, register or log in.

• Cadence Clips – June 2015: Stocks Over Bonds? Think Twice.
• Cadence Clips – July 2015: The Devilish Details of Estate Planning
• Cadence Clips – August 2015: Sprinting Isn’t Always Winning
• Cadence Clips – September 2015: Anatomy of a Meltdown
• Cadence Clips – October 2015: The Complacency Before the Panic
• Cadence Clips – November 2015: The Point of No Return…Again
• Cadence Clips – December 2015: The Great Disconnect
• Cadence Clips – January 2016: Gains Elusive in 2015
• Cadence Clips – February 2016: Should I Take My Social Security Benefits Early, Or Wait?
• Cadence Clips – March 2016: The Road Less Traveled
• Cadence Clips – April 2016: What a Monkey Can Teach Us About Buying Sweaters and Paying For College
• Cadence Clips – May 2016: Keeping Perspective
• Cadence Clips – June 2016: Tips From A College Admissions Insider
• Cadence Clips – July 2016: How Has Brexit Impacted Your Portfolio?
• Cadence Clips – August 2016: The Kitchen Sink & Don’t Invest Like The Pros
• Cadence Clips – September 2016: The Futility of Election Cycle Investing
• Cadence Clips – October 2016: Markets, Economy and Planning Q & A
• Cadence Clips – November 2016: It’s Not What You Pay, It’s What You Keep
• Cadence Clips – December 2016: What Just Happened?
• Cadence Clips – January 2017: 2017 – The Year Of Opportunity
• Cadence Clips – February 2017: The Financial News Media Is Not Your Friend
• Cadence Clips – March 2017: Is It Too Late To Jump In?
• Cadence Clips – April 2017: What Does “Getting More Aggressive” Mean, Anyway?
• Cadence Clips – May 2017: The Importance of Minimizing Losses
• Cadence Clips – June 2017: The Painful Trip Back – Lessons from 2000
• Cadence Clips – July 2017: Could Multiple Decades of Zero Growth Happen To You?
• Cadence Clips – August 2017: The Monkey and the Volcano: A Cadence Fable
• Cadence Clips – September 2017: What The Future Holds For Stocks – It’s All About Price
• Cadence Clips – October 2017: Eight Ways to Get Estate Inheritances Right
• Cadence Clips – November 2017: Volatility and Retirement
• Cadence Clips – December 2017: The Hindenburg Omen
• Cadence Clips – January 2018: Goals Are Bigger Than Short-Term Investment Returns
• Cadence Clips – February 2018: The Epic Disconnect
• Cadence Clips – March 2018: Bonds and Interest Rates Matter
• Cadence Clips – March 2018 Investment Team Update: Was January 26 the Bull Market Peak?
• Cadence Clips – April 2018: Client FAQs – Your Latest Questions Answered
• Cadence Clips – May 2018: Is There a Bear at the Door?
• Cadence Clips – June 2018: Price Will Matter – Eventually
• Cadence Clips – July 2018: The Economic Truth
• Cadence Clips – August 2018: It Pays To Understand The Indexes
• Cadence Clips – September 2018: Am I Missing Out This Year?
• Cadence Clips – October 2018: Warnings Can Take Time To Play Out
• Cadence Clips – November 2018: Ask Cadence: Your Latest Questions Answered
• Cadence Clips – December 2018: Losses Get No Respect
• Cadence Clips – January 2019: Thoughts on Markets Past, Present and Future
• Cadence Clips – February 2019: Stock Market Risk Doesn’t Always Pay Off
• Cadence Clips – March 2019: There Will Be A Downside To This Investment Cycle
• Cadence Clips – April 2019: Either You Believe in Magic or You Believe in Math
• Cadence Clips – May 2019: Retirement Uncertainties: Why Financial Planning is Necessary
• Cadence Clips – June 2019: It Pays to Know What’s Under the Target-Date Fund Hood
• Cadence Clips – July 2019: Changing the Rules
• Cadence Clips – August 2019: Altering the Diversification Plan
• Cadence Clips – September 2019: Cycles Matter
• Cadence Clips – October 2019: Ask Cadence: Your Latest Questions Answered
• Cadence Clips – November 2019: Zombie Bull Disease
• Cadence Clips – December 2019: Financial Planning in Turbulent Times
• Cadence Clips – January 2020: Peak Ridiculousness
• Cadence Clips – February 2020: Stay Focused – Nobody Cares More Than You
• Cadence Clips – March 2020: The Coronavirus Wake-up Call
• Cadence Clips – April 2020: Well, That Escalated Quickly
• Cadence Clips – May 2020: The Cost of Panic Revisited
• Cadence Clips – June 2020: Facts Versus Narrative
• Cadence Clips – July 2020: Don’t Let the Possible Overshadow the Probable
• Cadence Clips – August 2020: Don Those Earmuffs!
• Cadence Clips – September 2020: How To Play With Fire
• Cadence Clips – October 2020: The Mathematics of Negative Returns
• Cadence Clips – November 2020: Taking Control
• Cadence Clips – December 2020: What Happens When the Fish Outgrow the Tank?
• Cadence Clips – January 2021: An Incredible Year In Review
• Cadence Clips – February 2021: Ask Cadence: Your Latest Questions Answered
• Cadence Clips – March 2021: Narratives Aside
• Cadence Clips – April 2021: A Very Divergent and Noisy First Quarter
• Cadence Clips – May 2021: How Serious is This Inflation Thing?
• Cadence Clips – June 2021: Homer Simpson…Financial Role Model?
• Cadence Clips – July 2021: Change Happens
• Cadence Clips – August 2021: How Should I Know If My Diversified Portfolio Returns Are Good Enough?
• Cadence Clips – September 2021: Charting a Path Through Uncertain Times
• Cadence Clips – October 2021: Buying The Dip
• Cadence Clips – November 2021: The Danger of Owning the “Market”
• Cadence Clips – December 2021: Pick Your Poison
• Cadence Clips – January 2022: 2021 Asset Class Returns – Year in Review
• Cadence Clips – February 2022: The Monkey, the Volcano, and the Dangers of Rationalizing Risk
• Cadence Clips – March 2022: This Is Why We Think and Don’t Follow
• Cadence Clips – April 2022: Redefining “Planning”
• Cadence Clips – May 2022: Ask Cadence: Your Latest Questions Answered
• Cadence Clips – June 2022: Deflationary Inflation
• Cadence Clips – July 2022: More Trouble Ahead?
• Cadence Clips – August 2022: Financial Update and Common Sense
• Cadence Clips – September 2022: It’s Time You Updated Your Financial Plan