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
- January 2023: Quarterly Economic Update Q4
- February 2023: Helpful Information for Filing 2022 Income Taxes and Proactive Tax Planning for 2023
- March 2023: Weathering Volatility With a Long-term Strategy
- April 2023: Quarterly Economic Update- First Quarter 2023
- May 2023: Five Strategies to Improve Your Investing Experience
- June 2023: Ideas to Help Prepare for a Recession
- July 2023: Quarterly Economic Update- Second Quarter 2023
- August 2023: Traditional and ROTH IRAs — Strategies for Building Your Retirement
- September 2023: Proactive Year-end Tax Planning for 2023 and Beyond
- October 2023: Quarterly Economic Update -Third Quarter 2023
- November 2023: The Federal Reserve and Interest Rates