Michael Handy
Second Quarter 2023 Newsletter
Second Quarter 2023 – The second quarter of 2023 continued the recovery that began in the fall of 2022. The large company (DFUSX) gains...
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Michael Handy
- Jul 17
- 5 min
First Quarter 2023 Newsletter
First Quarter 2023 – The first quarter continued the gains from the fourth quarter of 2022. The gains were uneven with large cap...
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Michael Handy
- Jan 30
- 5 min
Fourth Quarter 2022 Newsletter
Fourth Quarter 2022 – The fourth quarter provided good returns in an otherwise terrible year. No area of the market was spared last year....
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Michael Handy
- Jan 30
- 5 min
Third Quarter 2022 Newsletter
Third Quarter 2022 – The third quarter of 2022 followed the downward trend as the market correction continues. No areas of the market...
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Michael Handy
- Jan 30
- 4 min
Second Quarter 2022 Newsletter
Second Quarter 2022 – The investment returns are a confluence of inflation, rising interest rates, and Russia. When interest rates rise,...
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Michael Handy
- May 12, 2022
- 3 min
First Quarter 2022 Newsletter
First Quarter 2022 – The first quarter had losses in all investments which were the result of high values of equities, inflation, rising...
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Michael Handy
- Jan 28, 2022
- 2 min
US Treasury I Bonds
I bonds are a type of US Treasury savings bond that earns interest based on a combined fixed interest rate and an inflation rate. This...
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Michael Handy
- Jan 24, 2022
- 5 min
Fourth Quarter 2021 Newsletter
Fourth Quarter 2021 – The fourth quarter of 2021 was a continuation of equity gains from the Covid recession early in 2020. US large...
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Michael Handy
- Oct 23, 2021
- 3 min
Third Quarter 2021 Newsletter
Third Quarter 2021 – The third quarter was flat, reducing the one-year and three-year investment returns. Small US outpaced other areas...
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Michael Handy
- Jul 23, 2021
- 5 min
2021 Q2 Newsletter
The second quarter of 2021 saw a continuation of the recovery from the pandemic. Real estate (DFREX) led for the quarter (blue) at...
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Michael Handy
- Jul 23, 2021
- 3 min
2021 Q1 Newsletter
First Quarter 2021 – The first quarter of 2021 was part of the rebound from the market low at March 31, 2020, pegged as the sharpest...
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Michael Handy
- Feb 23, 2021
- 2 min
2020 Q4 Newsletter
Fourth Quarter 2020 – This newsletter is written after the presidential inauguration. The fourth quarter of 2020 was continuing the...
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Michael Handy
- Jul 30, 2020
- 2 min
2020 Q2 Newsletter
Second Quarter 2020 – The second quarter of 2020 was a bounce back quarter after the severe decrease of the first quarter. The chart...
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Michael Handy
- Apr 27, 2020
- 1 min
US Treasury Waives RMDs for 2020
A provision of the Treasury’s new CARES act (Coronavirus Aid, Relief, and Economic Security Act) is waiving the 2020 minimum distribution...
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Michael Handy
- Apr 21, 2020
- 4 min
2020 Q1 Newsletter
FIRST QUARTER 2020 – The coronavirus seriously affected the returns for the first quarter of 2020. Equities were down 19% to 32%, with...
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Michael Handy
- Feb 14, 2020
- 1 min
Happy Valentine's Day
Have you tried calling us this morning to wish us a Happy Valentine's Day? Our phones are down and we can't even get our provider on the...
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Michael Handy
- Jan 21, 2020
- 2 min
2019 Q4 Newsletter
The fourth quarter of 2019 and the 2019 year were robust. All of the investment classes and groups below had double digit returns for the...
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Michael Handy
- Nov 1, 2019
- 2 min
Q3 2019 Update
The third quarter of 2019 (blue) was a mix. Large US companies, real estate and bonds had good returns. Small US companies continued to...
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