Last updated: May 26, 2026
What information we collect
On this website, we collect only what you choose to send us — an email address if you contact Bruce, a name and message if you write through any future contact form, and, if you subscribe to the quarterly letter, your email address.
We use Cloudflare Web Analytics to understand visitor traffic. This service is cookieless, does not store IP addresses, and does not track visitors across sites. No personally identifying information is collected for analytics purposes.
How we use information
We use the information you send us only to communicate with you. We do not sell information to third parties under any circumstances.
If you become a client, LPL Financial's privacy practices and disclosures govern how your account-related information is handled. Those practices are described in detail at LPL Financial's privacy notice.
Cookies and tracking
This website does not use marketing, advertising, or third-party tracking cookies. We use only Cloudflare Web Analytics, which is cookieless and does not store IP addresses or fingerprint visitors across sites. For that reason, we do not display a cookie consent banner — there is nothing for you to consent to.
The Site sets only the strictly-necessary technical cookies required for it to function (such as those involved in serving content via Cloudflare's CDN). These cookies are exempt from consent requirements under GDPR Article 6(1)(f) and ePrivacy Directive Article 5(3).
Your rights
If you live in California, the EU, or another jurisdiction with applicable privacy laws, you may have specific rights regarding your personal data, including the right to access, correct, or delete information we hold about you. To exercise these rights, please email [email protected].
Security
We take reasonable steps to protect the information you provide. No method of transmission over the internet is perfectly secure, however, so please do not send confidential financial information through unencrypted email.
Changes
We may update this policy from time to time. The "Last updated" date above will reflect the most recent revision.
Contact
Questions about this privacy policy can be directed to [email protected].