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
- June 2021: Market Volatility: A Part of the Investment Experience
- July 2021: Quarterly Economic Update Q2
- August 2021: Focusing on Factors you CAN Control
- September 2021: Anticipating Rising Interest Rates
- October 2021: Quarterly Economic Update Q3
- November 2021: Proactive Year-End Tax Planning for 2021 and Beyond
- December 2021: For 2022, Let Gratitude Be Your Attitude
- January 2022: Welcome to 2022
- February 2022: Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022
- March 2022 : Proactive Retirement Strategies Using The SECURE Act
- April 2022: Quarterly Economic Update First Quarter 2022
- May 2022: Market Downturns: Uncomfortable But Not Uncommon