"notes from the assabet"     
   Our newsletter is about money, not only investing money but also how people spend 
    money, give away money, even how they feel about money.  The 5 articles in each
    issue range from very technical and serious, to personal and entertaining.  Recent
    lead articles are described below.

    If you would like to subscribe to the newsletter, please make that request on 
    the "Contact Us" page.   

    Click a date below to download a copy:

2nd Quarter 2011 -- "DIY Investing"  (are you qualified to manage your own portfolio?)

1st Quarter 2011  --  "Bag Lady Syndrome" (Why do so many women fear pushing their shopping carts to homeless shelters and what can they do to reduce those fears?)

4th Quarter 2010 -- "Retirement by Design"  (what must we consider in our planning
besides financial preparedness?)

3rd Quarter 2010 --"ETFs - Gotta Have 'Em?" (what are etfs? Where do they fit in?)

2nd Quarter 2010 --"Victims of Wealth" (how having a sudden large windfall can introduce the pressures of "Sudden Wealth  Syndrome")

1st Quarter 2010 -- "Ka'Ching" (how we make financial decisions regarding personal events - focus on weddings and Bar/Bat mitzvahs)

4th Quarter 2009 -- "Will Power, Won't Power" (a list of "new year's resolutions" to adopt and maintain certain important financial disciplines)

3rd Quarter 2009 -- "Pick Your Plastic" (payment options have broadened with changing technology...how and why different people use cash, checks, credit and debit cards) 


       
            

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