Newsletters
2022 Year End Gratitude Article
Quarterly Economic Update 3rd Quarter 2022
Year End Tax Planning Report 2022
Foundational Information That Successful Investors and Savers Understand
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