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...
by Ronald Redfield | May 15, 2020 | CDs
May 15, 2020 DJIA (23,436) S&P 500 (2,831) 10-Year Treasury 0.64% We hope this email finds you safe and well. All is good on this side. I have been working remotely since the middle of March. As we have mentioned or written to all of our investment clients, we...
by Ronald Redfield | Apr 13, 2020 | Investing
April 13, 2020 DJIA 23,719 S&P 500 2,790 10-Year Treasury 0.73% Dear Clients and friends, We wanted to give an update on how we are approaching the management of our client’s portfolios during this difficult time, with the world’s economies essentially shutting...
by Ronald Redfield | Mar 9, 2020 | Investing, Value Investing
March 9, 2020 DJIA (24,100) S&P 500 (2,773) The following notes are two recent posts from our Facebook page. The intention of this note is to keep our clients in touch with our views during these volatile times. March 9, 2020 (DJIA 24,100) Just a quick update on...
by Ronald Redfield | Jan 10, 2020 | Cannabis, conference, Investing, Presentation, Seth Klarman, Value Investing, Warren Buffett
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 22 years, largest holdings, largest holdings at year end 2019, largest gains in 2019, largest losses in 2019, and a plethora of other...
by Ronald Redfield | Nov 27, 2019 | Cannabis, conference, Investing, Presentation, Value Investing
November 27, 2019 Dear Client and/or Friend, We held our 9th annual investment conference on October 24th. Thanks to those who attended our conference, and helped make it a success. As always, the participants had a fun and informative evening. We have attached our...
by Ronald Redfield | Oct 1, 2019 | conference
We are having our annual free dinner, drinks and investment conference on Thursday, October 24th. It is typically a fun night of eating, a few drinks, all free. I give a brief discussion on value investing, along with some recent thoughts and strategies we are...
by Ronald Redfield | Mar 28, 2019 | Cannabis, Investing
March 28, 2019 The New York Times published an article today titled, “Why the Plan to Legalize Marijuana in New Jersey Suddenly Unraveled.” https://www.nytimes.com/2019/03/27/nyregion/marijuana-legalization-new-jersey.html I have been studying and investing in the...
by Ronald Redfield | Jan 10, 2019 | Presentation, Value Investing
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 21 years, largest holdings, largest holdings at year end 2018, largest gains in 2018, largest losses in 2018, and a plethora of other...
