Sorfis Newsletter
Joe KosterInvesting and Financial Planning
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 6 years ago | Last Issue | 4 months ago |
| Active | |||||
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sorfis.substack.comLatest Issues
Sorfis 2025 Annual Letter to Clients
The letter below is also available as a PDF file HERE.
January 30, 2026
2025 Annual Letter
2025 was the year of AI, geopolitics, and tariffs—or at least the threat of tariffs. Those three topics have been the main subjects for the...
Sorfis 2024 Annual Letter to Clients
The letter below is also available as a PDF file HERE.
February 24, 2025
2024 Annual Letter
2024 felt like 2023. American stock market indices posted strong returns, led by technology, and the bond market posted a small positive r...
Sorfis 2023 Annual Letter to Clients
The letter below is also available as a PDF file HERE.
February 20, 2024
2023 Annual Letter
2023 was far different than 2022 in the stock and bond markets. After one of the worst years in history that saw stock and bond markets tu...
Sorfis 2022 Annual Letter to Clients
The letter below is also available as a more-readable PDF file, HERE.
January 5, 2023
2022 Annual Letter
2022 was that rare year when both stocks and bonds declined—and declined significantly. The S&P 500 fell 18.1%, with dividend...
Future Sorfis Letters
For those that have received our yearly letters via Mailchimp, we’ve moved your email over to Substack, which is where this email is coming from, and where we’ll send out future letters.
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The writers behind this newsletter.
Founder of Sorfis Investments, LLC.
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