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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.

January - March 2023

Evaluating your tax preparation and exploring strategies around T-Bills and cash equivalents.

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April - September 2023

The four essential sources of investment returns.

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September - December 2023

The merits of ultra-simple portfolio construction.

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