In this section, we invite you to browse some historical Wiseman & Associates Publications and Client communications. We also have several suggested readings included here, that will help build your understanding of our philosophies and offerings.
2016 Client Letter: Market Thoughts
2015 Client Letter: Year in Review
2015 Client Letter: Once Upon a Time…
2015 Client Letter: Investment Approach, Bordering on Sloth
2015 Client Letter: Mid-Year Update
2015 Client Letter: Smart Beta
2014 Client Letter: Flight to Safety
2013 Client Letter: June
2013 Client Letter: Who is Gene Fama?
2016 April Column: “Alternative Investments: Diversify Your Holdings”
2016 March Column: “It’s that time of year: Beware Tax Scams”
2016 February Column: “Stay The Course”
2016 January Column: 2016 New Year’s Resolution: A Life Insurance Review
2015 December Column: Social Security Filing Changes
2015 November Column: Life Insurance Redefined
2015 October Column: What Keeps You Awake at Night?
2015 September Column: Appreciating Appreciated Stock
2015 August Column: Oh My- Social Security, Long-Term Care, and Estate Planning.
2015 July Column: Easement Does It
2015 June Column: Wiseman and Associates Finds a Noble Home in Middleburg
2015 June Column: Pursuit of Alpha
2015 May Column: Leave Your Wealth to Your Family, Not Uncle Sam.