Zuma Wealth
Zuma Wealth
  • Home
  • Seminar for Women
  • How We Do It
  • Your Team & Our Services
  • WHERE YOU HAVE SEEN US
  • Resources
    • Women and Wealth Blog
    • Monthly Commentaries
    • Investment Strategies
  • Women & Wealth Reports
  • By Women. For Women.
  • More
    • Home
    • Seminar for Women
    • How We Do It
    • Your Team & Our Services
    • WHERE YOU HAVE SEEN US
    • Resources
      • Women and Wealth Blog
      • Monthly Commentaries
      • Investment Strategies
    • Women & Wealth Reports
    • By Women. For Women.
  • Sign In
  • Create Account

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Seminar for Women
  • How We Do It
  • Your Team & Our Services
  • WHERE YOU HAVE SEEN US
  • Resources
    • Women and Wealth Blog
    • Monthly Commentaries
    • Investment Strategies
  • Women & Wealth Reports
  • By Women. For Women.

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

Monthly Client Commentaries - 2023

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

2023 February - Two Steps Forward, One Step Back (pdf)Download
2023 January Everything Everywhere All at Once (pdf)Download

Monthly Client Commentaries - 2022

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

2022 Year End - Some Perspective (pdf)Download
November 2022 - The Other Ballot Box (pdf)Download
October 2022 - Interest Rates, Inflation, Elections (pdf)Download
September 2022 Feast or Famine (pdf)Download
August 2022 - Tough Starts Do Not Always Mean Bad Finishes (pdf)Download
July 2022 - How to Invest in a Bear Market (pdf)Download
June 2022 - First 100 Days of 2022 and Business Insider Profile (pdf)Download
May 2022 With Declines Come Opportunities (pdf)Download
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

Copyright © 2023 Zuma Wealth - All Rights Reserved.

  • Disclosures

March 2023 is Women's History Month

In honor of Women's History Month 2023, we re-release our groundbreaking study of Women and Wealth uncovering a big surprise, busting a long-held myth and identifying an important trend. Get the report here.

Get the Report Here