Newsletters, Guides, and Articles
Professional Advisory Services, Inc. writes a quarterly newsletter for clients, samples of which are available at the following links. We may, from time to time, have a position in securities mentioned and may execute transactions that may no longer be consistent with this presentation's conclusions. Reference to investment performance of the PASI composite stock portfolio is made gross of expenses. For formal performance disclosure with net returns please contact our office.
- PASI 529 Guide (Created by Jeremy Goldberg, CFA)