Monthly Investment Newsletters

Cape Ann Capital is proud to serve as a trusted partner to our clients.

We take that trust seriously and believe we have a responsibility to share important and informative articles and news directly with clients so they are able to stay current on critical issues and trends. Given the fluid nature of the markets, we believe that accurate, timely, and relevant information is critical.

We encourage you to review the materials provided below:

2024 NEWSLETTERS

• August- Finding Peace on a Roller Coaster

2022 NEWSLETTERS

• October - Time for a Portfolio Review?

• March - Inspiration and Perspective on Life and Markets

2021 NEWSLETTERS

• July - Protecting Your Data (And How You Can Help!)

• June- Q2 Report Card

• May - Let’s Talk

• March - Q1 Report Card

2020 NEWSLETTERS

• December - 2020 Report Card

• September - YTD Report Card

• August - Stay (Tax) Diversified, and Satisfied!

• June - YTD Report Card

• April- A Powerful New Platform in Uncertain Times

• February- Funding Expenses in Good Times and Bad

• January- Tougher Hurdles Lead to Better Outcomes

2019 NEWSLETTERS

• December - Q4 Report Card

• November - Charles Schwab to Acquire TD Ameritrade

• October - Peeking Under the Hood

• September - Q3 Report Card

• August - The Volatility Handbook

• July - Exciting News from Cape Ann Capital

• June - Q2 Report Card

• May - The Cost of the Wrong Share Class

• April - Cape Ann Capital’s Crystal Ball

• March - Q1 Report Card

• February - Less is More

• January - Building a Better Portfolio

2018 NEWSLETTERS

• December - 2018 Report Card

• November - How to Survive a Downturn

• October - Tactical Follies

• September - Q3 Report Card

• August - Top Ten List

• July - Mid-Year Report Card

• June - Summer Quiz

• May - A New Tax Analysis Tool

• April - Removing the Heartbreak from Heartbreak Hill

• March - Later is Not Never: Deferring Taxes on Investment Gains

• February - Retiring as Markets Fall

• January - 2017 Report Card

2017 NEWSLETTERS

• December - Joining the Top Ranks

• November - A Tale of Two Investors

• October - In Search of a True Benchmark

• September - Keeping More of What You Earn (Part 2)

• August - Keeping More of What You Earn

• July - Fee Forensics

• June - Putting Clients First

• May - Who Wants to be a Millionaire?

• April - Sweet Symphony

• March - What Is Your Sleep Number?

• February - Continuous Improvement

• January - Questioning the Peer Group System

2016 Newsletters

• December - The Case for Active Management

• November - Location, Location, Location

• October - Separating the Bulls and Bears from the Donkeys and Elephants

• September - Stay Diversified...and Satisified

• August - Wall Street's Free Lunch

• July - Hope Is Not a Strategy

• June - Stable But Not Secure

• May - Market Drawdowns

• April - The Classic 60/40 Portfolio

• March - Exciting Changes

• February - Money Illusion

• January - Short Term Price Moves

2015 newsletters

• December - 2016 Outlook

• November - Index Investing

• October - DOL Fiduciary Standard

• September - Commodity Impact

• August - Perspective on Volatility

• July - Performance Update

• June - Broken Marketplace

• May - Sorting Out the Noise

• April - Share Class Soup

• March - Asset Allocation Updates

• February - Identifying Opportunities

• January - Timing the Market

2014 newsletters

• December - 2015 Outlook

• November - Stock Pickers

• October - Cash Alternatives

• September - Breaking Up Is Hard

• August - 401k Menus

• July - Benchmark Importance

• June - Benefits of Diversification

• May - Small Cap vs. Large Cap

• April - The New #1

• March - ADV Update

• February - Asset Allocations Update

• January - Chasing Returns

For questions about our newsletters or inquiries to be added to the distribution, please contact us directly.