Newsletters
Quarterly Economic Update 2nd Quarter 2022
Understanding Rising Interest Rates
Market Volatility: Market Downturns
Quarterly Economic Update 1st Quarter 2022
Proactive Retirement Strategies Using The SECURE Act
2021 Income Tax Filing - 2022 Tax Planning
Market Volatility Letter Feb 2022
Holiday Gratitude Article 2021
Quarterly Economic Update 4th Quarter 2021
Proactive Year-end Tax Planning for 2021
Quarterly Economic Update Third Quarter 2021
Quarterly Economic Update Second Quarter 2021
Market Volatility: Investment Experience
Proactive Tax Planning for 2021
Quarterly Economic Update - First Quarter 2021
Traditional & ROTH IRA Strategies 2021
Proactive Tax Planning for 2021
Year-end Tax Planning for 2020
Quarterly Economic Update - Fourth Quarter 2020
Traditional & ROTH IRA Strategies 2020