Client Newsletters

2017
   • September – "It Ain’t Over Till It’s Over"
   • June – Common Questions
   • May – Market Update & Financial News
   • March – Tax Tips

2016
   • November – Changes for 2017
   • September – Fall News
   • July – Keep Calm and Carry on
   • May – Sell in May and Go Away
   • March – Tax Strategies before April 18
   • January – Why the heck are the markets tanking, and what am I supposed to do now?

2015
    • November – Year End Notes
    • August – Market Correction
    • July – Where Do We Go From Here?
    • May – Common Financial Mistakes
   • March – Tax Talk
   • January – Investment Advice for 2015

2014
    • November – Year End Planning
    • October – Investing in the Market We Have
    • August – Key Strategies by Age
    • June – Account Update
    • May – All in the Family
    • March – Tax Talk
    • February – As January Goes

2013
    • December – Year End Thoughts
    • October – Year End Planning
    • August – Now What Part 2
    • June – Client Satisfaction
    • April – Show Me the Money
    • March – Where Did He Go?
    • January – Now What?

2012
    • November – The Election is Over – Now What?
    • October – ObamaCare and Tax Considerations
    • July – London Olympics
    • June – Worried about a Lack of Retirement Funds?
    • April – Estate Taxes
    • February – “2011 in Review”

2011
   • December – “A Year in Review”
   • September — “Buyer Beware”
   • August — Market Update
   • July — Debt Ceiling
   • May — Get Your Future Back
   • March — Where Did The Time Go?

2010
   • December —Year End
   • October — 25 Years....Silver Anniversary
   • August — Estate Planning and Tax Issues
   • June — Your Money Matters
   • April — Inflation Protection and Other News
   • March — News You Can Use
   • January — This may be the time to convert to a Roth IRA

2009
   • November — To convert or not to convert, that is the question
   • September — What to Do Now?
   • June — Say No to Risk?
   • March — Don't Worry, Be Happy
   • January — Recommendations for a Down Market

2008
   • November — The Perfect Financial Storm
   • September — ETFs/Exchange Traded Funds

Back to Resources