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Since the end of World War II the longest it has ever taken an investor to recover an original investment in the stock market was the five-year, eight-month period from August 2000 through April 2006 (68 months). |
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Wealth Through Innovation In One Statistic |
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In this month’s edition Nick waves the Fourth of July flag for human ingenuity, as it is peerlessly captured by mainstream equities. |
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MICHAEL'S 2025 MID-END CLIENT LETTER |
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My 2025 Mid-End Client Letter to you is divided into two parts. First is a brief recap of our shared investment philosophy; second is my perspective on the current market. |
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Stocks for the Long Run by Jeremy Siegel
Recommended by Nick Murray. Definitive Guide to Financial Market Returns and Long-Term Investment Strategies.
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How Long-term investor decodes dividend investing |
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Youtube - June 18, 2025 - 30 minutes |
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Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, and why they’re especially important during periods of market volatility.
She brings insights like “red flags” of company management teams, how she divides her investment portfolio, and the impact of the economic cycle on her investment approach. Hilda also shares how her love for learning and resilience amid tragedy shaped her worldview. |
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How emerging markets could win the trade war |
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Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new group of companies to lead markets in the coming years. |
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Over long periods, markets significantly beat inflation. Small U.S. companies have averaged approximately about X% since Y. |
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- 8% since 1926.
- 8% since 1931.
- 12% since 1926.
- 12% since 1931.
- 10% since 1934.
- 10% since 1931.
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Answer = #3. 12% since 1926.
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MONEY MEMES AND A LITTLE HUMOR |
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With over 36 years in the industry, I’ve cultivated a broad network of professionals. If you need guidance on estate planning, taxes, bookkeeping, mortgages, real estate, health or car insurance, or even traffic violations, I'd be happy to introduce you to an expert.
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Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal. Series 6, 26, 63, 65, Life
Since 1989 I’ve been helping families make smart choices about building a guaranteed income during retirement.
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Retirement Planning • IRAs • 401k's • Rollovers • Mutual Funds • Variable Annuities • College Planning • Term Life Insurance • Living Trusts |
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