Investors' Game Plan

A clear and simple view of how we manage your money.

Investors Game Plan Library

Produced at the beginning of each calendar quarter, The Investor's Playbook is intended to provide you with our market overview and general outlook for the coming 3+ months.  It targets our near term and long term view and our investment management theme for the quarter.

Using a common chart ongoing, this is Technical Analysis at it's best.  This will provide updates to the Investor's Playbook throughout the quarter and is produced on a schedule that is dictated by changes in the market relative to our views.  This is often short in nature and can be considered chapters in the technical book of the Investor's Playbook market existence!​

Investors Playbook Quarter 3

July 02, 2020

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Home on the Range Part 3

June 24, 2020

Home on the Range Part 2

June 09, 2020

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SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC