Our monthly newsletter, “Cadence Clips,” keeps you up to date with relevant financial market news and other information to help you build your financial planning and investment management knowledge.
Monthly Newsletters
| Type | Title | Download |
|---|---|---|
 | Cadence Clips – June 2025: Investing Logically Is Simple, But It’s Not Easy | |
| Cadence Clips – May 2025: Certainty | |
| Cadence Clips – April 2025: Market Fireworks – What Now? | |
| Cadence Clips – March 2025: Key Observations | |
| Cadence Clips – February 2025: Tax Math – Weirder Than Regular Math | |
| Cadence Clips – January 2025: Bubbles, Volatility, and Your Retirement Nest Egg | |
| Cadence Clips – December 2024: Trump’s In – What Now? | |
| Cadence Clips – November 2024: Inflation – What It Is and What It Isn’t | |
| Cadence Clips – October 2024: The Investment Big Picture | |
| Cadence Clips – September 2024: Ask Cadence-Your Latest Questions Answered | |
| Cadence Clips – August 2024: Blissful Ignorance | |
| Cadence Clips – July 2024: The Continued Futility of Election Cycle Investing | |
| Cadence Clips – June 2024: Market Update – “Investing” is Winning | |
| Cadence Clips – May 2024: The Treasury Bond Conundrum | |
| Cadence Clips – April 2024: Investor or Speculator – Part II | |
| Cadence Clips – March 2024: Investor or Speculator – Which Are You? | |
| Cadence Clips – February 2024: Investing Confidently | |
| Cadence Clips – January 2024: Lessons Learned and Looking Ahead | |
| Cadence Clips – December 2023: Winning on the Downside | |
| Cadence Clips – November 2023: The “Risk-Free” Domino | |
| Cadence Clips – October 2023: Smart People Thinking the Same Way | |
| Cadence Clips – September 2023: Sea Change | |
| Cadence Clips – August 2023: Markets, Jobs, and AI, Oh My! | |
| Cadence Clips – July 2023: Market Update – Still a Bear Market! | |
| Cadence Clips – June 2023: Exiting Financial Repression | |
| Cadence Clips – May 2023: Little Victories | |
| Cadence Clips – April 2023: How Are Your Cash and Securities Protected When Banks Fail? | |
| Cadence Clips – March 2023: A Bendy Road | |
| Cadence Clips – February 2023: Lost In Speculation | |
| Cadence Clips – January 2023: 2022 Asset Class Returns: Year In Review | |
| Cadence Clips – December 2022: Taking Stock | |
| Cadence Clips – November 2022: My Portfolio Has Lost Value – Now What? | |
| Cadence Clips – October 2022: Beachball or Brick? | |
| Cadence Clips – September 2022: It’s Time You Updated Your Financial Plan | |
| Cadence Clips – August 2022: Financial Update and Common Sense | |
| Cadence Clips – July 2022: More Trouble Ahead? | |
| Cadence Clips – June 2022: Deflationary Inflation | |
| Cadence Clips – May 2022: Ask Cadence: Your Latest Questions Answered | |
| Cadence Clips – April 2022: Redefining “Planning” | |
| Cadence Clips – March 2022: This Is Why We Think and Don’t Follow | |
| Cadence Clips – February 2022: The Monkey, the Volcano, and the Dangers of Rationalizing Risk | |
| Cadence Clips – January 2022: 2021 Asset Class Returns – Year In Review | |
| Cadence Clips – December 2021: Pick Your Poison | |
| Cadence Clips – November 2021: The Danger of Owning the “Market” | |
| Cadence Clips – October 2021: Buying The Dip | |
| Cadence Clips – September 2021: Charting a Path Through Uncertain Times | |
| Cadence Clips – August 2021: How Should I Know If My Diversified Portfolio Returns Are Good Enough? | |
| Cadence Clips – July 2021: Change Happens | |
| Cadence Clips – June 2021: Homer Simpson…Financial Role Model? | |
| Cadence Clips – May 2021: How Serious is This Inflation Thing? |
