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.
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Monthly Newsletters
- April 2026: Quarterly Economic Update Q1 2026
- March 2026: Understanding Equity Market Volatility
- February 2026: Helpful Information for Filing 2025 Income Taxes and Proactive Tax Planning for 2026
- January 2026: Quarterly Economic Update Fourth Quarter 2025
- November 2025: Investing is a Long-Term Pursuit: Building Wealth with Patience and Strategy
- Quarterly Economic Update Third Quarter 2025
- September 2025: Proactive Year-end Tax Planning for 2025 and Beyond
- Quarterly Economic Update Second Quarter 2025
- May 2025: Keys to Weathering Market Volatility
- April 2025: Quarterly Economic Update: First Quarter 2025
- March 2025: ROTH and Traditional IRAs – Strategies for Building Your Retirement in 2025
- February 2025: Helpful Information for Filing 2024 Income Taxes & Proactive Tax Planning for 2025
- Quarterly Economic Update Fourth Quarter 2024
- January 2025: Welcome to 2025!
- December 2024: Gratitude: The Only Emotion Suitable When Investing
- November 2024: Politics and Investing: Equities are Non-Partisan
- October 2024: Quarterly Economic Update: Third Quarter 2024
- September 2024: Proactive Year-end Tax Planning for 2024 and Beyond
- August 2024: Understanding Volatility and the Benefits of a Long-term Investing Strategy
- July 2024: Quarterly Economic Update: Second Quarter 2024
- June 2024: Common Investing Mistakes to Avoid
- May 2024: Using ROTH and Traditional IRAs as Strategies for Building Your Retirement in 2024
- April 2024: First Quarter Recap and 2024 Outlook
- March 2024: Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes
- 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