facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

The Benen Report

The Benen Report is a periodic newsletter that we send out to our clients. We discuss topics related to investing, personal financial decisions, and pertinent macroeconomic themes. These are password protected PDFs. If you are interested in reading our reports, please contact us.

Past Editions of The Benen Report

2016 2017 2018 2019

January - February 2019

A look at floating rate fixed income securities, Modern Monetary Theory, and the importance of sticking with a long-term outlook on your stock market allocation.

Download PDF →

March - April 2019

A rigorous method for analyzing your personal financial health.

Download PDF →

May - June 2019

Cybersecurity and data privacy are top of mind for many people right now.  Here are some insights and suggestions to protect yourself and your data.

Download PDF →