Client Newsletters

2017
    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

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