Quarterly Newsletter
Past Issues
2026
Q1: Meme investing and TikTok dances
Q2: Yoda’s rules for surviving a crypto winter
Q3: Tokenization—The Opportunity of Buying Lego Pieces
2025
Q1: Following Your Yellow Brick Road: Navigating the Path to Your Career
Q2: Taxes: The “Loki” of Your Finances
Q3: Crypto Markets Through a Superhero’s Lens
Q4: Annuities: May the Odds be Ever in Your Favor
2024
Q1: “Moneyball” Investment Lesson… Putting the odds in your favor
Q2: The seven gunslingers that saved the market
Q3: Life Lessons from “The Goonies”
Q4: Investment Monsters Lurking in the Shadows
2023
Q1: How can you avoid being scammed?
Q2: Would you have signed Willy Wonka’s terms?
Q3: Is AI creating a better world to live in?
Q4: What investment lessons can you take from Groundhog Day?
2022
Q1: Are you an “Early Bird” or the “Second Mouse”?
Q2: If Money could talk, what would
it say about you?
Q3: Can Superman Save Us from a Recession?
Q4: What is stagflation?
2021
Q1: Is the Market Bubble like Glinda’s Bubble?
Q2: Bitcoin…Rat Poison or Sliced Bread?
Q3: Congress…We have a debt problem.
Q4: Do you have unclaimed assets?
2020
Q1: How to Pay Down Student Loan Debt
Q2: Coronavirus vs. Rocky Balboa
Q3: Lessons from “It’s a Wonderful Life”
Q4: Never give up on yourself
2019
Q1: Understanding Your Paycheck
Q2: What Happens When You Don’t Pay Your Bills
Q3: Fortnite and Investing
Q4: How to Buy a Used Car
2018
Q1: What is Couponing?
Q2: Inflation and Purchasing
Q3: What to Know About Money
Q4: Is Cash Safe?
2017
Q1: What to Do if You Lose Your Wallet or Purse
Q2: How to Keep Track of Your Money
Q3: Insurance…Protecting Against Loss
Q4: What is a Mortgage?
2016
Q1: What’s an Income Statement?
Q2: Pay Down Credit Card Debt
Q3: Can I Become a Millionaire?
Q4: Buy High, Sell Higher
2015
Q1: Becoming an Informed Investor
Q2: What is Investing?
Q3: Investing Myths
Q4: What’s a Balance Sheet?
2014
Q1: Create a Portfolio
Q2: Liquidity
Q3: Whisper Numbers
Q4: Tipping
2013
Q1: The Federal Reserve
Q2: Bond Fund Ratings
Q3: Your Money Personality – Part 1
Q4: Your Money Personality – Part 2
2012
Q1: Buying vs. Leasing
Q2: Compound Interest
Q3: Debit Cards
Q4: Money Gauge
2011
Q1: Credit Cards
Q2: Fundamental Analysis
Q3: Technical Analysis
Q4: How the Economy Works
2010
Q1: History of Money
Q2: Loan Mutual Funds
Q3: Inflation
Q4: Budgeting
2009
Q1: Bonds or Fixed Income
Q2: Compounded Interest
Q3: Investing Basics
Q4: Passive or Active Management
2008
Q1: Common Stocks
Q2: Stock Charts
Q3: Mutual Funds
Q4: Types of Mutual Funds
2007
Q1: Savings as Investments
Q2: Managing Volatility
Q3: The Rule of 72
Q4: Cash Equivalents
2006
Q1: Money
Q2: Earning Money
Q3: Interest
Q4: Risk
2005
Q3: Savings
Q4: Bartering