Client Education

Posted below you will find copies of our occasional newsletters.  If you read anything here or in the popular press that you think may require a change in your portfolio, be sure to contact us to discuss it. 

Coleman Commentary Dated December 2014 --The Stock Market vs. The Economy
Coleman Commentary Dated January 2014 -- Interest Rates and The Fed

Coleman Commentary Dated August 2013 -- Protecting the Downside
Coleman Commentary Dated March 2013 -- Economic Update 2013

Coleman Commentary Dated October 2012 -- Adjusting Our Expectations
Coleman Commentary Dated January 2012 -- Navigating the Secular Bear

Coleman Commentary Dated September 2011 -- Volatility and Fear Return
Coleman Commentary Dated May 2011 --  Understanding the Secular Bear
Coleman Commentary Dated February 2011 -- Cautious Optimism 

Coleman Commentary Dated October, 2010 -- The Recession is Officially Over? 
Coleman Commentary Dated July, 2010 -- The “New Normal” May Be Quite Rough  
Coleman Commentary Dated April, 2010 -- Great Stock Market? Poor Economy? What Gives?
Coleman Commentary Dated February, 2010 -- The Good News and The Challenges

Coleman Commentary Dated November, 2009 -- A Time For Patience
Coleman Commentary Dated August, 2009 -- Searching For The “New Normal” 
Coleman Commentary Dated May, 2009 -- Is It Safe To Go Back In?
Coleman Commentary Dated February, 2009 -- Lessons from 2008 & Strategies for 2009

Posted below are two historical copies which we believe demonstrate the benefits of using "behavioral economics" to augment "modern portfolio theory."
Coleman Commentary Dated October, 2007 -- A Time For Defense 
Coleman Commentary Dated October, 2005 -- Protect Yourself From The Housing Bubble

Securities offered through United Planners Financial Services of America -- A Limited Partnership.  (Member: FINRA www.finra.org, SIPC www.sipc.org) California Insurance License #0667255