2023
May 2023
Quarterly Economic Update 1st Qtr 2023
April 2023
Weathering Volatility With a Long-Term Strategy
March 2023
Helpful Information for Filing 2022
February 2023
Qtrly Economic Update 4th Qtr 2022
January 2023
2022
October 2022
2022.10 Quarterly Economic Update Third Quarter 2022
September 2022
2022.09 Proactive Year-End Tax Planning for 2022 & Beyond
August 2022
2022.08 Foundational Information That Successful Investors & Savers Understand!
June 2022
2022.06 Understanding Rising Interest Rates
May 2022
2022.05 Quarterly Economic Update First Quarter 2022
April 2022
2022.04 Proactive Retirement Strategies Using The SECURE Act
March 2022
2022.03 Market Volatility: A Normal Part of the Investment Experience
February 2022
2022.02 Qtrly Economic Update - 4th Qtr 2021
January 2022
2021
October 2021
2021.10 Quarterly Economic Update
September 2021
2021.09 Anticipating Rising Interest Rates Newsletter
August 2021
2021.08 Focusing on Factors you CAN Control
July 2021
2021.07 Qtrly Economic Update Second Qtr 2021
June 2021
2021.06 Proactive Tax Planning Because Taxes Matter
May 2021
2021.05 Quarterly Economic Update 1st Quarter 2021
April 2021
2021.04 Helpful Information for Filing 2020 Income Taxes
March 2021
2021.03 Quarterly Economic Update 4th Quarter 2020