Client Letters
October 2019 - Avoiding Large Losses in Your Portfolio
September 2019 - Annual Financial To-Do List
August 2019 - Buckets For Your Bucket List
July 2019 - Retirement Fact Sheet
May 2019 - Three Key Questions to Ask Before Taking Social Security
April 2019 - Could Social Security Really Go Away?
March 2019 - 10 Years, Tremendous Gains
February 2019 - Tactical vs. Stratigic Investing
January 2019 - You 2019 Financial To-Do-List
December 2018 - Your Money Moves For The End of 2018
November 2018 - Tolerating the Turbulence
October 2018 - New Parents Planning Decisions
September 2018 - Trade War May Not Impact U.S As Expected
August 2018 - The Sequence of Returns
July 2018 - The Flattening of the Yield Curve
June 2018 - Wealth Management With Memory Disorders
May 2018 - The 2018 Tax Changes
April 2018 - What Should You Keep
March 2018 - Did You Receive an Adjusted 1098
February 2018 - The Importance of Rebalancing
January 2018 - Everyone Is Talking About Bitcoin
December 2017 - Talking To Your Heirs About Your Estate Plan
November 2017 - Proposed Tax Plan
September 2017 - Tax Harvesting
August 2017 - Avoiding Cybercrooks
July 2017 - Are you Prepared For The Market Cooling Off
May 2017 - The Fiduciary Standard
April 2017 - What Are Your Odds Of Being Audited
March 2017 - Don't Let Volitility Alter Your Plan
February 2017 - Have A Plan, Not Just A Stock Portfolio