Inkwell’s primary focus is on achieving satisfactory investment results for its clients. While we are busy with that, though, we want to engage you in the process by telling you our thoughts as we go about our business. We believe that the more you understand our investment philosophy and our way of thinking, the more comfortable you will be with our investment decisions.

Each quarter we write a letter to our clients which contains our reading of the current market climate and our thoughts on how best to navigate it. We also write occasional memos on topics that catch our eye or that we think might be interesting to our clients.

Below is a collection of these publications.

Be Careful Out There

July 1, 2020

The world is a dangerous place, and nobody is looking out for your best interests except for you.  

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The Big and Strong Get Bigger and Stronger

June 1, 2020

The big tech stocks have been on a tear. Can they sustain that momentum, or will history catch up to them?  

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Which Will Live Longer: You or Your Money?

May 1, 2020

How much can a retiree safely withdraw from their portfolio and still expect that portfolio to go the distance?  

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Tesla and the One Trillion Dollar Mystery

March 1, 2020

Is Tesla really worth what it’s trading for in the stock market? Can it ever grow big enough to justify its lofty valuation?  

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You’d Better Pay Attention to FICO

February 1, 2020

Credit scores can be a mysterious part of the American financial system. Let us take you on a behind-the-scenes tour.  

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Congratulations! You’ve Been Scammed

January 1, 2020

As long as there are humans, there will be scammers. Here are a few scams to watch out for, along with some ideas for avoiding them and for what to do if you fall prey to one.  

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Investment Advisers Are in Love with ETFs

December 1, 2019

Beware the increasingly popular investment tool known as the ETF. They may give you the illusion of diversification, and they may cost more than you realize.  

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It’s Good to Be the CEO

November 1, 2019

CEO pay is a perennial sore spot for shareholders. Sometimes, though, it can go from bad to egregious.  

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Getting to Know the Health Care IRA

October 1, 2019

IRAs and 401(k)s are great in that they are doubly tax-advantaged. Health Savings Accounts, or “healthcare IRAs,” are triple tax-advantaged.  

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