Newsletters

Founder’s Notes 02/06/2017 – “The Hot IPO for 2017”

Also Included – Portfolio Managers Commentary for the Week of 02/03/2017

Founder’s Notes 01/28/2017 – “Fun Facts for 2017”

Also Included – Portfolio Managers Commentary for the Week of 01/28/2017

Quarterly Update 01/19/2017 – “Global’s Q4 2016 Focus”

Founder’s Notes 01/14/2017 – “The Astrology of Investing”

Also Included – “Tax Changes for 2017: A Checklist”

Also Included – Portfolio Managers Commentary for the Week of 01/14/2017

Founder’s Notes 01/06/2017 – “What’s the Forecast for Stocks this Year?”

Also Included – Portfolio Managers Commentary for the Week of 01/06/2017

Founder’s Notes 12/28/2016 – “Global Market Outlook 2017”

Founder’s Notes 12/17/2016 – “Will We See a Santa Claus Rally?”

Also Included – Portfolio Managers Commentary for the Week of 12/17/2016

Founder’s Notes 12/13/2016 – “November 2016 Monthly Market Review”

Founder’s Notes 12/09/2016 – “Would Cash Repatriation Help Boost the Ecomony”

Also Included – Portfolio Managers Commentary for the Week of 12/09/2016

Founder’s Notes 12/02/2016 – “Three Companies Tell Cautionary Tale”

Also Included – Portfolio Managers Commentary for the Week of 12/02/2016

Founder’s Notes 11/18/2016 – “5 Questions Answered!”

Also Included – Portfolio Managers Commentary for the Week of 11/18/2016

Founder’s Notes 11/16/2016 – “October 20167 Monthly Market Review”

Founder’s Notes 11/09/2016 – “2016 Election Special Report”

Founder’s Notes 11/07/2016 – “a Unique Breed of Fear Monger”

Also Included – Portfolio Managers Commentary for the Week of 11/07/2016

Founder’s Notes 10/28/2016 – “Are We Days Away From Another Black Monday?”

Also Included – Portfolio Managers Commentary for the Week of 10/28/2016

Founder’s Notes 10/26/2016 – “Do Stock Charts Tell Us Anything?”

Also Included – Portfolio Managers Commentary for the Week of 10/26/2016

Founder’s Notes 10/14/2016 – “What is Carried Interest?”

Also Included – Portfolio Managers Commentary for the Week of 10/14/2016

Also Included – “IRS Warns of Fake Bill Emails”

Founder’s Notes 10/07/2016 – “Should Our Government Issue More Debt”

Also Included – Portfolio Managers Commentary for the Week of 10/07/2016

Founder’s Notes 09/30/2016 – “Hurry Before Its Too Late!!!”

Also Included – Portfolio Managers Commentary for the Week of 09/30/2016

Founder’s Notes 09/23/2016 – “Has the Fed Lost Its Credibility”

Also Included – Portfolio Managers Commentary for the Week of 09/23/2016

Founder’s Notes 09/16/2016 – “The Alchemy Of Structured CD’s”

Also Included – Portfolio Managers Commentary for the Week of 09/16/2016

Founder’s Notes 09/09/2016 – “I Wager That Pascal Would Agree”

Also Included – Portfolio Managers Commentary for the Week of 09/09/2016

Founder’s Notes 08/30/2016 – “Hitting Home Runs”

Also Included – Portfolio Managers Commentary for the Week of 08/30/2016

Founder’s Notes 08/23/2016 – “Here We Go Again”

Also Included – Portfolio Managers Commentary for the Week of 08/23/2016

Founder’s Notes 08/16/2016 – “How to Spot A Bubble”

Also Included – Portfolio Managers Commentary for the Week of 08/16/2016

Founder’s Notes 08/09/2016 – “Is Student Debt the Next Bubble to Burst”

Also Included – Portfolio Managers Commentary for the Week of 08/09/2016

Founder’s Notes 08/02/2016 – “Books Worth Reading”

Also Included – Portfolio Managers Commentary for the Week of 008/02/2016

Founder’s Notes 07/26/2016 – “Finding Good Information”

Also Included – Portfolio Managers Commentary for the Week of 07/26/2016

Founder’s Notes 7/19/2016 – “Print This Chart, Hang It On A Wall”

Also Included – Portfolio Managers Commentary for the Week of 07/19/2016

Founder’s Notes 7/13/2016 – “Second Quarter Update”

Founder’s Notes 07/12/2016 – “By The Number$”

Also Included – Portfolio Managers Commentary for the Week of 07/12/2016

Founder’s Notes 7/5/2016– “Ten Reasons Why Brexit Isn’t Worrisome”

Also Included – Portfolio Managers Commentary for the Week of 07/5/2016

Webinar – 06/28/2016 – “Brexit Webinar From Global Financial Private Capital”

Founder’s Notes 06/28/2016 – “Markets In Turmoil”

Brexit Vote Edition 06/24/2016 – “What The UK Vote Means”

Also Included – Portfolio Managers Commentary for the Week of 06/24/2016

Founder’s Notes 06/21/2016 – “Billionaire Investor Runs For Cover”

Also Included – Portfolio Managers Commentary for the Week of 06/21/2016

Founder’s Notes 06/14/2016 – “Is Brexit Really As Bad As It Sounds”

“What to Do If You Get A Letter From The IRS”

Also Included – Portfolio Managers Commentary for the Week of 06/14/2016

Founder’s Notes 06/07/2016 – “Rolling The Dice”

“Organizing Your Financial Records For The Best Results”

Also Included – Portfolio Managers Commentary for the Week of 05/24/2016

Founder’s Notes 05/24/2016 – “Hurry Before It’s Too Late!!!”

Also Included – Portfolio Managers Commentary for the Week of 05/24/2016

Founder’s Notes 05/17/2016 – “Can the S&P 500 Predict Economic Cycle?”

“Tax Implications of Retiring Overseas”

“What is a Qualified Charitable Contribution (QCD)?”

Also Included – Portfolio Managers Commentary for the Week of 05/17/2016

Founder’s Notes 05/10/2016 – “The Fighting Irish of The Investment World” – Gold Investing

Also Included – Portfolio Managers Commentary for the Week of 05/10/2016

Founder’s Notes 05/03/2016 – “Keep Your Enemies Closer”

“Mike On Markets Blog” – Puerto Rico Defaulting”

Also Included – Portfolio Managers Commentary for the Week of 05/03/2016

Founder’s Notes 04/26/2016 – “Why Haven’t We Seen The Benefits Yet”

Also Included – Portfolio Managers Commentary for the Week of 04/26/2016

Founder’s Notes 04/19/2016 – “The Seven Year Itch”

Also Included – Portfolio Managers Commentary for the Week of 04/19/2016

Founder’s Notes 04/15/2016 – “Quarterly Market Update”

Founder’s Notes 04/12/2016 – “Current Investor Concerns”

“10 Facts About Capital Gains & Losses”

“Estimated Tax Payments: Q&A”

Also Included – Portfolio Managers Commentary for the Week of 04/122016

Founder’s Notes 04/05/2016 – “Using Google to Discredit A Fear Monger”

Also Included – Portfolio Managers Commentary for the Week of 04/05/2016

Founder’s Notes 03/22/2016 – “An Undeniable Relationship”

Also Included – Portfolio Managers Commentary for the Week of 03/22/2016

Founder’s Notes 03/16/2016 – “I’m Leaving the Country if Trump/ Sanders/ Clinton Wins”

Also Included – Portfolio Managers Commentary for the Week of 03/16/2016

Founder’s Notes 03/08/2016 – “Ten Takeaways From The Oracle Of Omaha”

Also Included – Portfolio Managers Commentary for the Week of 03/08/2016

Founder’s Notes 03/01/2016 – “A Home is Not an Investment”

Also Included – Portfolio Managers Commentary for the Week of 03/01/2016

Founder’s Notes 02/23/2016 – “The Strong Will Survive”

Also Included – Portfolio Managers Commentary for the Week of 02/23/2016

Founder’s Notes 02/09/2016 – “A Negative What???”

Also Included – Portfolio Managers Commentary for the Week of 02/9/2016

Founder’s Notes 02/02/2016 – “What Can We Gain From All This Pain”

Also Included – Portfolio Managers Commentary for the Week of 2/2/2016

Founder’s Notes 01/26/2016 – “May You Live In Interesting Times”

Also Included – Portfolio Managers Commentary for the Week of 1/26/2016

Founder’s Notes 01/19/2016  “Is China A House of Cards”

Also Included – Portfolio Managers Commentary for the Week of 1/19/2016

Founder’s Notes 01/12/2016  “Remaining at Rest In A Room”

Also Included – Portfolio Managers Commentary for the Week of 1/12/2016

Founder’s Notes 01/07/2016 – “Quarterly Update 4Q 2015”

Founder’s Notes 01/05/2016  “2016 Outlook Video”

Founder’s Notes 12/22/2015  “Investor Resolutions for 2015”

Also Included – Portfolio Managers Commentary for the Week of 12/22/2015

Founder’s Notes 12/15/2015 – “The Real Danger in this Market”

Also Included – Portfolio Managers Commentary for the Week of 12/15/2015

Founder’s Notes 12/08/2015  “The Impact of Presidential Election”

Also Included – Portfolio Managers Commentary for the Week of 12/08/2015

Founder’s Notes 11/24/2015  “Goodbye and Good Riddance”

Also Included – Portfolio Managers Commentary for the Week of 11/24/2015

Founder’s Notes 11/20/2015 – “Market Update”

Founder’s Notes 11/17/2015 – “What Does The Investment Committee Do?”

Also Included – Portfolio Managers Commentary for the Week of 11/17/2015

Founder’s Notes 11/10/2015 – “Why Was The Market Up/Down Today?”

Also Included – Portfolio Managers Commentary for the Week of 11/10/2015

Founder’s Notes 11/03/2015 – “Google Gives Insight & Perspective For Investors”

Also Included – Portfolio Managers Commentary for the Week of 11/03/2015

Founder’s Notes 10/27/2015 – “The Cost of Retirement Is Rising”

Also Included – Portfolio Managers Commentary for the Week of 10/27/2015

Founder’s Notes 10/20/2015  “Why Didn’t We See It Coming?”

Also Included – Portfolio Managers Commentary for the Week of 10/20/2015

Founder’s Notes 10/13/2015  “Annual Returns Tell Investors Very Little”

Also Included – Portfolio Managers Commentary for the Week of 10/13/2015

Founder’s Notes 10/06/2015 – “The Real Danger In This Market”

Also Included – Portfolio Managers Commentary for the Week of 10/06/2015

Founder’s Notes 9/29/2015 – “How And When To Invest In Commodities”

Also Included – Portfolio Managers Commentary for the Week of 9/29/2015

Founder’s Notes 9/22/2015  “Does The US Debt Situation Pose Risk To Your Portfolio”

Also Included – “Changing Jobs? Don’t Forget Your 401K”

Also Included – Portfolio Managers Commentary for the Week of 9/22/2015

Founder’s Notes 9/15/2015  “Is Your Gift Taxable”

Also Included – “Recordkeeping for Charitable Contributions”

Also Included – Portfolio Managers Commentary for the Week of 9/15/2015

Founder’s Notes 9/1/2015  “You Say Tomato, I Say Tomato”

Also Included – Portfolio Managers Commentary for the Week of 9/1/2015

Founder’s Notes 8/25/2015  “Ron Paul Officially Sells Out”

Also Included – Portfolio Managers Commentary for the Week of 8/25/2015

Founder’s Notes 8/18/2015  “What is NFLT and Why The Big Trade”

Also Included – Portfolio Managers Commentary for the Week of 8/18/2015

Also Included – “The Importance of Updating Beneficiary Designations.”

Founder’s Notes 8/4/2015  “Will China Become the Worlds Reserve Currency”

Also Included – Portfolio Managers Commentary for the Week of 8/4/2015

Founder’s Notes 7/28/2015 “Broken Clocks are Still Right Twice A Day”

Also Included – Portfolio Managers Commentary for the Week of 7/28/2015

Founder’s Notes 7/21/2015 – “Emotional Responses Are Rarely Logical”

Also Included – Portfolio Managers Commentary for the Week of 7/21/2015

Founder’s Notes 7/14/2015 – “Why all the Cash?”

Also Included – Portfolio Managers Commentary for the Week of 7/14/2015

The Greek Tragedy 6/30/2015

Founder’s Notes 6/30/2015 – “Fear Mongers Love to Talk About Margin Debt”

Also Included – Portfolio Managers Commentary for the Week of 6/30/2015

Founder’s Notes 6/24/2015 – “How Do I Pick a Stock”

Also Included – Portfolio Managers Commentary for the Week of 6/24/2015

Founder’s Notes 6/15/2015 – “The Real Danger in this Market”

Also Included – Portfolio Managers Commentary for the Week of 6/15/2015

Founder’s Notes 6/9/2015 – “Stop the Madness”

Also Included – Portfolio Managers Commentary for the Week of 6/9/2015

Founder’s Notes 6/2/2015 – “Everyone Needs a Plan”

Also Included – Portfolio Managers Commentary for the Week of 6/2/2015

Founder’s Notes 5/19/2015 – “Is IT Time to Leave Your Job?”

Also Included – Portfolio Managers Commentary for the Week of 5/19/2015

Also Included – “Eight Facts to Know if you Receive an IRS Letter”

Founder’s Notes 5/12/2015 – “Are Robo Advisors the Wave of the Future”

Also Included – Portfolio Managers Commentary for the Week of 5/12/2015

Founder’s Notes 5/5/2015 – “Social Media Empowers Investors”

Also Included – Portfolio Managers Commentary for the Week of 5/5/2015

Also Included – “Taxation of College Financial Aid”

Founder’s Notes 4/28/2015 – “Time to Rip Off the Band-aid”

Also Included – Portfolio Managers Commentary for the Week of 4/28/2015

Founder’s Notes 4/21/2015 – “The NASDAQ Composite Index is Useless”

Also Included – Portfolio Managers Commentary for the Week of 4/21/2015

Your Investment Teams Quarter 1 Market Review and Outlook Webinar

Founder’s Notes 4/14/2015 – “Fear & Loathing in Equities”

Also Included – Portfolio Managers Commentary for the Week of 4/14/2015

Also Included – “Six Things You May Not Know About Taxes”

Founder’s Notes 3/31/2015  “Suitability is Costly”

Also Included – Portfolio Managers Commentary for the Week of 3/31/2015

Founder’s Notes 3/24/2015 – “Currencies Matter”

Also Included – Portfolio Managers Commentary for the Week of 3/24/2015

Founder’s Notes 3/17/2015 – “Why So Many ETF’s”

Also Included – Portfolio Managers Commentary for the Week of 3/17/2015

Founder’s Notes 3/10/2015 – “The Fear Mongers Just Can’t Help Themselves”

Also Included – Portfolio Managers Commentary for the Week of 3/10/2015

Founder’s Notes 3/3/2015 – “The S&P 500 Is Not Your  Benchmark”

Also Included – Portfolio Managers Commentary for the Week of 3/3/2015

Founder’s Notes 2/24/2015 – Portfolio Managers Commentary for the Week of 2/24/2015

Founder’s Notes 2/17/2015 – “Yet Another Greek Tragedy”

Also Included – Portfolio Managers Commentary for the Week of 2/17/2015

Founder’s Notes 2/10/2015 – “Is A Strong Dollar Good or Bad”

Also Included – Portfolio Managers Commentary for the Week of 2/10/2015

Founder’s Notes 2/3/2015 – “No country for Individual Investors”

Founder’s Notes 1/27/2015 – “Mortgage Rates & European Vacations”

Founder’s Notes 1/20/2015 – “When Will Interest Rates Rise”

Founder’s Notes 1/13/2015 “Why Do We Even Try To Predict The Future”

Also Included – “Tax Brackets, Deductions and Exemptions for 2015”

Founder’s Notes 12/23/2014 “This Year Proved To Be A Difficult One”

Founder’s Notes 12/16/2014 “Investors Deserve Equal Pay”

Founder’s Notes 12/9/2014 “A Holiday Gift For Everyone”

Founder’s Notes 11/25/2014 “Volatility Does Not Measure Risk”

Founder’s Notes 11/18/2014 -” The Best and Worst of Equity Markets”

Also Included – “Four things to Know About Net Investment Tax”

Founder’s Notes 11/11/2014 – ” Never Bet on Our Government”

Founder’s Notes 11/04/2014 – “A Nightmare on Main Street”

Founder’s Notes 10/28/2014 – “Concentrated Holdings Have No Place In A Portfolio”

Founder’s Note 10/21/2014 – “Discount Shopping is So Much Fun”

Recent Market Update Webinar and Q3 2014 Review and Outlook

Founder’s Notes 10/14/2014 – “Oh How Soon We Forget”

Founder’s Notes 10/7/2014  – “Don’t Be Upset About Missing Out On Alibaba.”

Founder’s Notes 9/30/2014  – “Mutual Fund Investors Aren’t Invited To The Super Bowl.”

Founder’s Notes 9/23/2014 “A Deeper Dive Into Mutual Fund Tax Issues.”

Founder’s Notes 9/16/2014  – “A Great Strategy for Mutual Funds.”

Founder’s Notes 9/9/2014  – “The Days of Easy Income Are Over.”

Founder’s Notes 8/26/2014  – “An Explanation for Why We  Haven’t Seen a Correction.”

Founder’s Notes 8/21/2014  – “Recent Market Update.” With Chris Bertleson – CIO”

Founder’s Notes 8/19/2014 – “Corrections Are Not Predictable.”

Founder’s Notes 8/12/2014  – “Defensive Strategies Aren’t Always Bearish.”

Founder’s Notes 8/5/2014  “The Power of Strategic Dividend Growth.

Founder’s Notes 7/29/2014 – “The Fed Does Not Manage Money.”

Founder’s Notes 7/22/2004 – “Economies Are Rarely Perfect.”

Founder’s Notes 7/15/2014 “A Case Study in Behavioral Finance”

Founder’s Note 7/1/2014 –  “Will an Escalation in Iraq Cause An Oil Shock.”

Founder’s Notes 6/24/2014 “The Predictive Nature of Equities.”

Founder’s Notes 6/17/2014 – “Move Over ZIRP, Welcome NIRP.”

Also Included: “Sell your Home but Keep the Profits”

Founder’s Notes 6/10/2014 – “The Issues with Socially Responsible Investing.”

Founder’s Notes 6/3/2014 – ” Activist Investors Play an Important Role.”

Founder’s Notes 5/22/2014 – “The 3 Types on Lies.”

Also Included: ” 3 Tips to Stay Close To Grandchildren as You Both Get Older.”

Founder’s Notes 5/13/2014 – “Why Are Treasuries So Strong this Year”

Founder’s Notes 5/7/2014 – “Deal Activity Is On Fire”

Founder’s Notes 4/29/2014 – ” The Psychology Behind Apples Stock Split”

Founder’s Notes 4/15/2014 – “The War on Savers Goes On”

Also Included: “IRS Warns of Pervasive Telephone Scam”

Founder’s Notes 4/8/2014 – “High Frequency Trading  is Irrelevant”

Founder’s Notes 4/1/2014 – “Do We Have an Unemployment Problem”

Founder’s Notes 3/25/2014 – “The Fed Cannot Fix Unemployment”

Founder’s Notes 3/18/2014 – “Failure Can Be Good”

Founder’s Notes 3/11/2014 – “Panic Selling”

Founder’s Notes 3/4/2014 – “Weather Does Not Cause Recessions”

Also Included – Sales Tax by Ohio Counties

Founder’s Notes 2/25/2014 – “Garbage in, Garbage out”

Also Included – Top State Income Tax Rates

Founder’s Notes 2/20/2014 – “Demand Often Preceds Earnings”

Founder’s Notes 2/11/2014 – ” Are Emerging Markets Rally a Problem”

Founder’s Notes 2/4/2014 – “Why So Much Cash”

Also Included – “MyRA – Why This is A Dumb Idea”

Founder’s Notes 1/28/2014 – “A Shift in Strategy”

Founder’s Notes 1/21/2014 – “Business Spending Should Rise.”

Founder’s Notes 1/14/2014 – “The World Economy.”