Our Current Newsletter

Past Newsletters

October 2019: Impeachment Economics • Post-death planning

September 2019: Negative yields in our future? • The rise of peer-to-peer payments

September 2019: Negative yields in our future? • The rise of peer-to-peer payments

August 2019: Managing inversion • Four options for your 401(k) when changing jobs

July 2019: Fixing Social Security once and for all • Preparing to purchase a new vehicle

June 2019: Partial retirement • The power of charitable remainder trusts

May 2019: What the past doesn't tell us • Biggest IPOs of all time

April 2019: Biggest tax changes for 2019 returns • The Keys to Happiness

March 2019: Time to Panic? • Crazy Facts, Great Lessons

February 2019: Advance directives in the real world • The overlooked costs of owning an electric vehicle

January 2019: Crafting your 2019 financial game plan • 2018 Year-End Investment Market Report • Biggest retirement saving mistakes to avoid at each life stage

December 2018: Believe at your own risk • Close out your 2018; Year-End financial checklist

November 2018: Tax opportunities before year-end • Tips to tackle your holiday shopping

October 2018: Financially preparing for natural disasters • Stocks go on sale again

September 2018: Beware the Bears • Cost and Timing of Home Remodeling

August 2018: What to Expect with Probate • Stealthy Bears

July 2018: What to Know About The World • Life Insurance: Term, Whole, and Universal

June 2018: A closer look at the Federal Funds Rate • Reclaiming Charitable Deductions

May 2018: Relocating for Your Career • The Cost of Waiting

April 2018: The Trade War That Isn't Yet • Know Your Financial Math

March 2018: Stock market Corrections • Investing lessons from basketball tournaments

February 2018: 2017 Market Recap • Global Optimism

January 2018: The January Effect • A Healthy Year Ahead?

October 2017: By the Numbers: Halloween • Common Estate Planning Mistakes

September 2017: What Costs More? • Estate Planning

August 2017: Don't Sell on Headlines • Keep reaching for your financial goals

July 2017: The Global Retirement Crisis • Bad Barometer

June 2017: By the Numbers: Recent Grads • Early Retirement

May 2017: By the Numbers: Inheritances • A Government Balance Sheet You and I Can Read

April 2017: By the Numbers: Tax Season • Where the Money Goes

March 2017: How Americans are saving for retirement • Rate Hike

February 2017: Breakthrough or bust: Examining “Dow 20k” • Di-worse-ification? 4 ways your portfolio can become too diversified

January 2017: Improving Finances in the New Year • The Uptrends We Never See

December 2016: Improving Finances in the New Year • The Uptrends We Never See

November 2016: Trade Policy • Preliminary Tax Forecast

October 2016: Middle-Class Earnings Move Forward • Structural Struggle

September 2016:  What Determines Future Success • Housing Market: Selling Less for More • Medical Empowerment

August 2016: The Future of Social Security • Regs to the Rescue

July 2016:  Across the Pond • A High Market – But is it a Top Market?

June 2016: Welcome to Brexit • The Importance of Having a Will

May 2016: The H-1B Crunch • Work Longer, Live Longer

April 2016: Cuba: Open for Business • Social Pressure and Financial Decisions

March 2016: Rates Go Negative •  The Good Side of Bad Markets

February 2016: Worse Than Taxes • Driverless Cars Aim to Change Everything

January 2016:  2015 Year End Report • 2016 Year of the Raise