by Ronald Redfield | Dec 21, 2021 | CDs, Investing, Value Investing
December 21, 2021 DJIA 35,469 S&P 500 4,633 10-Year Treasury 1.48% Dear Clients and friends, A close friend of mine introduced me to I bonds this past weekend. I thank him for the excellent idea. We can NOT help you purchase these I...
by Ronald Redfield | Jul 2, 2021 | Investing, Value Investing
The PDF linked below presents some of our current investment views, philosophies, and our performance data as of June 30, 2021 Our Mid-year 2021 investment letter We hope you find this information useful. Please contact us with any questions or comments. Ron...
by Ronald Redfield | Jan 26, 2021 | Uncategorized
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 23 years, largest holdings, largest holdings at year end 2020, largest gains in 2020, largest losses in 2020, and a plethora of other...
by Ronald Redfield | Jul 16, 2020 | July 2020
July 15, 2020 DJIA 26,870 S&P 500 3,229 10-Year Treasury 0.63% Dear Clients and friends, This letter is a mid-year update, which accompanies your semi-annual reports. We hope that you and your loved ones are safe from Covid-19. Here is a PDF version of this...
by Ronald Redfield | May 22, 2020 | accounting, Tax, Taxation
Click here for PDF version of 2020 RMD Letter May 26, 2020 Dear Client, We hope that you and your family are all safe and healthy during this very unfortunate time. Over the past few months, the government has passed numerous pieces of legislation in hopes of...
