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  • More
    • Home
    • How We Do It
    • Your Team & Our Services
    • WHERE YOU HAVE SEEN US
    • Resources
      • Checklists and Resources
      • Monthly Commentaries
      • Investment Strategies
    • Women & Wealth Reports
    • By Women. For Women.
    • How to Make Money in 2022
  • Home
  • How We Do It
  • Your Team & Our Services
  • WHERE YOU HAVE SEEN US
  • Resources
  • Women & Wealth Reports
  • By Women. For Women.
  • How to Make Money in 2022

Monthly Client Commentaries - 2022

Clients received monthly letters with detail about their accounts and their performance.  Here we offer you the general letter.

April 2022 - 3 Things You May Not Know (pdf)Download
March 2022 The Big Mac Index (pdf)Download
February 2022 - Who Let the Bears Out (pdf)Download
January 2022 - Its Not Different This Time (pdf)Download
Zuma Wealth 2022 Outlook and 2021 Review (pdf)Download
Is the Bond Market Dead (docx)Download

Monthly Client Commentaries - 2021

Clients received monthly letters with detail about their accounts and their performance.  Here we offer you the general letter.

November 2021 - Thankful and Watchful (pdf)Download
October 2021 - Party Like It's 1984 (pdf)Download
September 2021 - Long range risks of comfortable inaction (pdf)Download
August 2021 letter - Poking the Bear (pdf)Download
July 2021 letter - Welcome Back Carter (pdf)Download
June 2021 Keep Calm and Carry On (pdf)Download
May 2021 Inflation - Team Trouble or Team Transient (pdf)Download
April 2021 Sugar High Markets (pdf)Download
March 2021 Bunny Hop Markets (pdf)Download
Is the Bond Market Dead (docx)Download

Mid-Year Snapshot

90 seconds reviewing the first half of 2021

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It's Not About the Money

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It's Not About the Money

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