Note: if images don't appear please enable "display / load images" in your email program.  Issue #173 • August 2026 Greetings , Welcome to this month's client newsletter for the goal-focused, long-term, equity investor.  Greenspan's Enduring Lesson to Investors A Few Interesting Charts     A hunting dog mindset to investing  2026 Midyear Outlook Quiz of the MonthWhat are the contribution limits for 529 College Plans?
Answer = Choice 4: Varies by state, $235,000 to $550,000 lifetime. Example: AMF CollegeAmerica 529-plan ,which is a Virginia plan, has a maximum aggregate contribution limit of $550,000. Money Memes and a lLittle Humor
  For more than 37 years I’ve have made myself available to act as a sounding board for anyone who may need retirement-income advice — or just a second opinion. As a result, my business now comes to me almost exclusively through referrals. So, if you’re approached by a friend, neighbor or family member; or if you know someone who just needs a sympathetic ear, please let them know that I will always find the time to listen; and I’ll do my best to help. By making myself available in this way, I’m striving to make our little part of the world a better place to live. I do well by doing good.
|
