Monthly Newsletters
Periodically, we send letters for your information and general enjoyment. These letters can be sent to you either through email or regular mail.
- If you are receiving letters through mail and would rather receive them through email, please send an email to DLewelling@usii.biz requesting a change.
- If you are receiving letters through email and would rather receive them through regular mail, please give us a call at 503-286-3549.
- If you not currently receiving our newsletters and would like to be added to the mail list, please call 503-286-3549.
Monthly Newsletters
- February 2024: Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning for 2024
- January 2024: Quarterly Economic Update- Fourth Quarter 2023
- January 2024: Welcome to 2024
- December 2023: Can Money Determine Your Happiness?
- November 2023: The Federal Reserve and Interest Rates
- October 2023: Quarterly Economic Update -Third Quarter 2023
- September 2023: Proactive Year-end Tax Planning for 2023 and Beyond
- August 2023: Traditional and ROTH IRAs — Strategies for Building Your Retirement
- July 2023: Quarterly Economic Update- Second Quarter 2023
- June 2023: Ideas to Help Prepare for a Recession
- May 2023: Five Strategies to Improve Your Investing Experience
- April 2023: Quarterly Economic Update- First Quarter 2023