Newsletters
2026 Practical Tax Planning Strategies for Investors
2026 Quarter 1 Economic Update
2026 Understanding Equity Market Volatility
2025 Quarter 4 Economic Update
2025 Investing is a Long-Term Pursuit
2025 Quarter 3 Economic Update
2025 Client Letter on Government Shutdown
2025 Proactive Year-Ned Tax Planning
2025 One Big Beautiful Bill Client Letter
2025 Quarter 2 Economic Update
2025 Fundamentals that Successful Investors and Savers Understand
2025 Keys to Weathering Market Volatility
2025 Quarter 1 Economic Update
2025 Traditional vs. ROTH IRAs
2025 Quarter 4 Economic Update
2024 Politics and Investing: Equities are Non-Partisan
2024 Quarter 3 Economic Update
2024 Proactive Year-End Tax Planning
2024 Quarter 2 Economic Update
2024 Common Investing Mistakes to Avoid
2024 Traditional and ROTH IRAs
2024 Quarter 1 Economic Update
2024 Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes
2023 Quarter 4 Economic Update
2023 The Federal Reserve and Interest Rates
2023 Quarter 3 Economic Update
2023 Proactive Year-End Tax Planning
2023 Traditional and ROTH IRAs
2023 Quarter 2 Economic Update
2023 Ideas to Help Prepare for a Recession
2023 Five Strategies to Improve Your Investing Experience
2023 Quarter 1 Economic Update
2022 Quarter 4 Economic Update
2022 Quarter 3 Economic Update
2022 Proactive Year-end Tax Planning for 2022 and Beyond
2022 Foundational Information That Successful Investors and Savers Understand
2022 Quarter 2 Economic Update
2022 Understanding Rising Interest Rates
2022 Market Downturns. Uncomfortable but Not Uncommon
2022 Quarter 1 Economic Update
2022 Proactive Retirement Strategies Using The SECURE Act
2021 Quarter 4 Economic Update
2021 Let Gratitude Be Your Attitude
2021 Proactive Year-End Tax Planning for 2021
2021 Quarter 3 Economic Update
2021 Anticipating Rising Interest Rates
2021 Focus on Factors You Can Control
2021 Quarter 2 Economic Update
2021 Quarter 1 Economic Update
2021 Traditional and Roth IRAs
2020 Quarter 4 Economic Update
2020 Quarter 3 Economic Update
2020 Proactive Year-End Tax Planning for 2020 and Beyond
2020 Low Interest Rates and Investors
2020 Quarter 2 Economic Update
2020 Proactive Retirement Planning Using the New SECURE Act
2020 Traditional & ROTH IRAs - Taking Retirement Into Our Own Hands
2020 Quarter 1 Economic Update