2021 Q4 Newsletter

 

Click to View our Newsletter

Cover Article

The Punch Story

Howard Punch
Punch Income Strategy

Twenty Years of Investing for Income

John Carraux, CFA®, CIC®
Punch Large Cap Strategy

Bias Towards Survivorship

Paul Dwyer, CFA®
Punch Small Cap Strategy

Small Cap Strength

John Carraux, CFA®, CIC®
Wealth Planning

Mountaintop Perspective

Andy Matysik and Angie Pierce, CFP®

 

 

 


  .

Disclosures:

This material is for informational purposes only and is not and should not be construed as accounting, legal, or tax advice. Punch & Associates does not provide legal, accounting, or tax advice, and accordingly encourages clients and potential clients to consult professional advisers with respect to these matters.
Punch & Associates is registered as an investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. The information disclosed is intended to provide potential options we understand may be available to you and should not be construed as accounting, legal, or tax advice. Whether any or all of these options could be available or benefit you can only be determined following the advice of a qualified attorney and your tax advisor. Punch & Associates is not a law firm or accounting firm, and none of our associates are practicing attorneys or tax professionals. As such, we advise you to seek qualified counsel before making any legal decision. The material shown is for informational purposes only. Certain information contained herein may constitute forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties, and actual results may differ materially from those anticipated in forward-looking statements. As a practical matter, it is not possible for any person or entity to accurately and consistently predict future market activities. Some information may have been provided by or compiled based on information provided by third party sources. Although Punch & Associates believes the sources are reliable, it has not independently verified any such information and makes no representations or warranties as to the accuracy, timeliness, or completeness of such information.