Newsletters
Check out our Newsletters for market updates, investment strategies, Estate Planning and more!
2023
January 2023 - Quarterly Economic Update: Fourth Quarter 2023
January 2023 - Welcome to 2023!
2022
December 2022 - There is Always a Reason to Be Grateful!
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!
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
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