Our Newsletter

Quartlerly Economic Update Fourth Quarter 2023

Welcome to 2024

Traditional and Roth IRAs - Strategies for Building Your Retirement

Quarter Economic Update Second Quarter 2023

Weathering Volatility With a Long-term Strategy

Special Report: Helpful Information for Filing 2022 Income Taxes and Proactive Tax Planning for 2023

Quarterly Economic Update Fourth Quarter 2022

Welcome to 2023

There is Always a Reason to be Grateful!

Going Back to Basics: Time to Review Some Important Financial Fundamentals

Quarterly Economic Update Third Quarter 2022

Proactive Year-end Tax Planning for 2022

Foundational Information That Successful Investors and Savers Understand!

Quarterly Economic Update: Second Quarter

Understanding Rising Interest Rates

Market Downturns: Uncomfortable But Not Uncommon

Quarterly Economic Update First Quarter: May 2022

April Newsletter: Proactive Retirement Strategies Using the Secure Act

Special Report: March 2022

March Newsletter: Market Volatility

Quarterly Economic Update Fourth Quarter 2021: February 2022

Welcome to 2022!

January Newsletter: Let Gratitude Be Your Attitude

Quarterly Economic Update: Third Quarter

Focusing on Factors You CAN Control

Quarterly Economic Update: 2nd Quarter 2021

Market Volatility: A Part of the Investment Experience

Proactive Tax Planning 2021

Welcome Letter 2021

Quarterly Economic Update: Second Quarter 2020

Traditional and Roth IRA's

Welcome Letter 2020

Year-End Tax Moves for 2019

Quarterly Economic Update: Third Quarter 2019

Planning for Your Retirement: Develop Your Income and Spending Plan

Strategies for Investors in a Volatile Market​

Quarterly Economic Update: Second Quarter 2019

The New SECURE Act and Proactive Retirment Planning