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We strive to provide our clients with timely, high quality newsletters, economic updates, and articles that you may access below or download for your convenience. You may subscribe to receive these educational pieces by mail or email.  If you wish to receive more detailed financial information you may also subscribe to our Special Reports.

Our calendar of newsletters is updated on a regular basis. We hope you will check back frequently to read about the latest financial trends and topics.

Please contact our office if you wish to learn more about our Complimentary Financial Checkups

 

Monday, September 26, 2016

Most workers look forward to retirement, but not all of them plan well for it. Lying awake at night worrying if and when they can retire will certainly not bring them closer to their goal. For both personal and financial reasons, it is...

 

Monday, August 29, 2016

Tax efficiency is the measure of how much an investment’s return you keep after taxes. Knowing your tax bracket is a good starting point. However, today’s tax code is quite complex. Understanding the tax code rules,...

 

Monday, July 18, 2016

This year has been a very inconsistent one for investors and it is only half over. Although recent events in the United Kingdom have dominated recent headlines, it was not that long ago when the big global concerns were about Asia. It...

 

Monday, June 20, 2016

When it comes to financial planning, many people overlook the critical aspect of planning for their estate when they pass away. Over half of Americans do not have the basic documents that comprise an estate plan, including a will,...

 

Monday, April 4, 2016

Many people think they can hold off saving for retirement at younger ages and make up the difference later. Savvy investors know this can be a costly mistake. Waiting too long to start saving can make it very difficult to catch up, and...

 

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Wednesday, January 27, 2016

When the final day of trading closed on New Year’s Eve, the U.S. stock market finished a disappointing year for investors. Despite all the optimism that 2015 began with, there was limited, if any, joy by year end. The Dow Jones...

 

Monday, January 4, 2016

We hope that you and your family had an enjoyable holiday season. As we begin 2016, no one can predict with certainty what new changes or challenges may occur. Our primary goal this year is to continue helping clients achieve their...

 

Thursday, December 3, 2015

One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special...

 

Thursday, October 8, 2015

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It is useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are...

 

Wednesday, July 8, 2015

Social Security was created to help Americans financially live through retirement. Today, many recipients rely on this government run program for the vast majority of their income. Social Security has become an important tool when...

 

Tuesday, June 2, 2015

Most Americans get excited about the day when there are no more bosses to report to, no ridiculously wasteful meetings to attend, and no need to spend lunch hours complaining about coworkers who get on their nerves. We realize that...

 

Tuesday, April 7, 2015

Years ago, when you mentioned the concept of retirement, visions of a long and relaxing stretch of time after your career came to mind. Most people envisioned having a 20-30 year time span filled with activities such as traveling to...