Skip to Content

Tag Archives: LLPFX

May 2008 Issue & Supplement

These are uneasy times for investors. So why not make it just a little easier on yourself? We’re in the midst of a steep downturn for housing, and a credit crunch to boot. The economy is soft; oil prices, sky high. And on top of it all, an election looms, with the prospect of higher taxes by 2010, if not sooner.

Yet with all these (legitimate) things to worry about, it’s still possible to chart a safe — and reasonably calm — financial course through today’s troubled waters. In this month’s visit, I’ll show you how.

May 2008 Issue & Supplement

These are uneasy times for investors. So why not make it just a little easier on yourself? We’re in the midst of a steep downturn for housing, and a credit crunch to boot. The economy is soft; oil prices, sky high. And on top of it all, an election looms, with the prospect of higher taxes by 2010, if not sooner.

Yet with all these (legitimate) things to worry about, it’s still possible to chart a safe — and reasonably calm — financial course through today’s troubled waters. In this month’s visit, I’ll show you how.

October 2005 Issue

This stock market is trying to imitate the “cat with nine lives.” Even the shocking devastation of Hurricane Katrina, coupled with $3 gasoline, has been unable to kill it (so far). At some point, though—maybe soon—the market’s lucky streak will end. Have you got a strategy to help keep your wealth growing when the inevitable “correction” sets in? We do. In this month’s visit, I want to outline it again for you, with some tweaks to meet today’s unique challenges. Hint: The key is to make sure you’re earning a plump, steady income. Call it the “bird in hand” strategy!

December 2004 Issue

In this month’s visit, we’ll take another step toward building certainty into our portfolios. I’ll show you a simple tool you can apply to test the safety of almost any stock or mutual fund you own. With this handy gauge, I’ve uncovered a trio of low-risk stocks that I project will make you 50% wealthier in the next 24–36 months.

September 2004 Issue & Supplement

In this month’s visit, I’ll show you how to fine-tune your portfolio for
safety and profit. Radical surgery isn’t called for (certainly not if you’ve taken the baby steps I suggested in the July and August issues). Instead, I advise you to focus your efforts on generating more income here and now from your investments. If you do, the capital gains will flow back to you in due course.