RESOURCE PUBLICATIONS AND INFORMATION

Letters from the President
    One way KWB keeps in touch with its clients is through letters written by the firm’s
President and Founder, Kerry Bubb. These letters give readers an in-depth look into KWB’s
perception of current and ongoing economic issues, and how the firm addresses these
issues while staying true to long-term investing and client service philosophies.

Kerry's Conference Calls
    Hear Kerry's take on timely economic topics by playing back his most recent conference calls.
It's a great way to stay abreast of current events and how they affect your financial future.

LPL Market Insight
    The Market Insight, written by LPL’s Research team, is a quarterly review of the world's
capital markets, including the U.S. economy and stock and bond markets, as well as
international markets – both emerging and developed. In addition, the Research team
provides its outlook for these respective markets and the U.S. economy.

Weekly Market Commentary
    This KWB publication communicates timely information about recent economic activities
and issues.  Current topics are often examined in a historical context, providing not only
up-to-date facts, but also illustrating how past events might shape future financial conditions.