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2022


November 2022 - Going Back to Basics: Time to Review Some Important Financial Fundamentals

October 2022 - Quarterly Economic Update: Third Quarter 2022

September 2022 - Proactive Year-end Tax Planning for 2022 and Beyond

August 2022 - Foundational Information that Successful Investors and Savers Understand!

July 2022 - Quarterly Economic Update: Second Quarter 2022

June 2022 - Understanding Rising Interest Rates

May 2022 - Market Downturns: Uncomfortable but Not Uncommon

April 2022 - Quarterly Economic Update: First Quarter 2022

March 2022 - Proactive Retirement Strategies Using the SECURE Act

February 2022 - Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022

February 2022 - Market Volatility: A Normal Part of the Investment Experience

February 2022 - Quarterly Economic Update: Fourth Quarter 2021

January 2022 - Welcome to 2022!


2021


December 2021 - For 2022, Let Gratitude Be Your Attitude!

November 2021 - Proactive Year-end Tax Planning for 2021 and Beyond: Including Key Tax Change Proposals

October 2021 - Quarterly Economic Update: Third Quarter 2021

September 2021 - Anticipating Rising Interest Rates

August 2021 - Focusing on Factors You CAN Control

July 2021 - Quarterly Economic Update: Second Quarter 2021

June 2021 - Market Volatility: A Part of the Investment Experience

May 2021 - Proactive Tax Planning, Because Taxes Matter!

April 2021 - Quarterly Economic Update: First Quarter 2021

March 2021 - Proactive Retirement Planning Using the SECURE ACT Educational Booklet

March 2021 - Traditional and ROTH IRAs - Strategies for Building Your Retirement

February 2021 - Helpful Information for Filing 2020 Income Taxes and Proactive Tax Planning for 2021

January 2021 - Quarterly Economic Update: Fourth Quarter 2020

January 2021 - Welcome to 2021


2020


September 2020 - Proactive Year-end Tax Planning for 2020 and Beyond

August 2020 - Low Interest Rates and Investors

July 2020 - Quarterly Economic Update: Second Quarter 2020

June 2020 - Proactive Retirement Planning Using the New SECURE Act

May 2020 - Traditional and ROTH IRAs - Taking Retirement Into Your Own Hands

April 2020 - Quarterly Economic Update: First Quarter 2020

March 2020 - A Quick Look at Recessions and Market Crashes

March 2020 - Market Volatility Update: Markets Go Up and Markets Go Down

February 2020 - The Market Sell-Off and Coronavirus: An Investors Perspective

February 2020 - Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020

January 2020 - Quarterly Economic Update: Fourth Quarter 2019

January 2020 - Welcome to 2020


2019


November 2019 - Year-end Tax Moves for 2019

October 2019 - Quarterly Economic Update: Third Quarter 2019

September 2019 - Planning for Your Retirement: Develop Your Income and Spending Plan

August 2019 - Strategies for Investors in a Volatile Market

July 2019 - Quarterly Economic Update - Second Quarter 2019

May 2019 - The New SECURE Act and Proactive Retirement Planning

May 2019 - Portfolio Rebalancing in a Low Interest Rate Environment: Consider Interest Rate Risk!

April 2019 - Quarterly Economic Update - First Quarter 2019

March 2019 - Funding Your Retirement: Some IRA Choices to Consider

February 2019 - Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019

January 2019 - Quarterly Economic Update - Fourth Quarter 2018

January 2019 - Welcome to 2019


2018


December 2018 - Helpful Information About the Recent Market Volatility

November 2018 - Year-end Tax Moves for 2018

October 2018 - Quarterly Economic Update - Third Quarter 2018

September 2018 - Equity Market Volatility - A Historic Look at the Fall

August 2018 - The Draft 1040: Adjusted for the Tax Law Changes

July 2018 - Quarterly Economic Update - Second Quarter 2018

June 2018 - Roth IRAs: A Tool to Maximize Tax Efficiency or Start Your Children or Grandchildren on Their Way Toward a Healthier Retirement

May 2018 - The Rise of Interest Rates

April 2018 - Quarterly Economic Update - First Quarter 2018

March 2018 - Helpful Information for Filing 2017 Income Taxes and Proactive Tax Planning for 2018

January 2018 - Quarterly Economic Update - Fourth Quarter 2017

January 2018 - Welcome to 2018


2017


November 2017 - Year End Tax Report

October 2017 – Quarterly Economic Update – Third Quarter 2017

August 2017 – Interest Rates: Still Low But on the Rise – What does this mean for you?

July 2017 – Quarterly Economic Update – Second Quarter 2017

June 2017 – Is your Investment Strategy on Track?

April 2017 – Quarterly Economic Update – First Quarter 2017

March 2017 – How to Reduce Your 2016 Income Taxes (Even if it is already 2017) and Plan for 2017

January 2017 – Quarterly Economic Update – Fourth Quarter 2016

January 2017 – Welcome to 2017 – Looking Ahead to 2017