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
- 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