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  • Oct 20 2020
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    Client Newsletter 4Q20

    Several of our clients made the hard decision to leave assisted living or accept forced early retirement. They asked for our help, here's what we did...

  • Jul 20 2020
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    Client Newsletter 3Q20

    So much has happened since January. Read my latest newsletter for an update on what we're doing and our strategy going forward...

  • Apr 23 2020
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    Client Newsletter 2Q20

    Our lives have changed dramatically over the last few weeks. We have made adjustments to how we invest your money and help you plan for the future...

  • Jan 20 2020
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    Client Newsletter 1Q20

    We had an incredible 2019, but will that create some unhealthy financial habits? Read Petr's thoughts on 2019 and what to look forward to in 2020.

  • Oct 10 2019
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    Client Newsletter 4Q19

    When your world suddenly turns upsidedown, you realize how important planning is. Read Petr's letter to find out what happened this summer...

  • Jul 11 2019
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    Client Newsletter 3Q19

    In this newsletter, Petr shares some exciting things to come in the months ahead and reviews this last quarter (particularly tax season).

  • Apr 9 2019
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    Client Newsletter 2Q19

    In my last quarterly letter, I talked about the value of having a written Financial Plan. I urge you to get a written plan and keep it up-to-date...

  • Jan 16 2019
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    Client Newsletter 1Q19

    Here's a review of what we did for you in 2018 and some things to look forward to in 2019. Read why we are recomending a strategic fiancial plan this year!

  • Oct 8 2018
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    Client Newsletter 4Q18

    You now can access a host of educational material on your finances and life through our new website. Come learn more what awaits you.