Common Sense

Dear friends - We are launching a publication program we are calling Common Wealth. The name carries two meanings we hold dear: the commonwealth of a free and self-governing people, and the common wealth of shared knowledge -understanding freely given, for the benefit of all who care to use it. Its purpose is simple. We want to put into your hands the same awareness and judgment we bring to your portfolio, so that the independence we help you build is independence you are equipped to defend.

Please read the letter here: Introduction to Common Wealth, and why it matters

Dear friends — the second of our Common Sense notes has been uploaded to our website and can be found by clicking the link below. Mail-theft check fraud has roughly doubled in recent years and falls hardest on those who still mail paper checks. This explains how it happens, who ends up bearing the loss, and the simple steps that keep you out of it. Not meant to alarm — just to prepare. Questions always welcome. — Lee

Please read the Note here: The Check in the Mail

Dear friends — the first of our new Crosswalk Common Sense notes has been uploaded to our website and can be found by clicking the link below. It's a plain-language guide to protecting your money at the register: why a credit card is safer than a debit card, why tapping beats swiping, and how mobile wallets keep your real card number hidden. A few simple habits can spare you a lot of trouble. Questions always welcome. — Lee

Please read the Note here: Protecting Your Money at the Point of Sale