Client Newsletters

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  • Jan 29 2025
    Client Newsletter 1Q25

    Read our 1Q25 Newslette for updates on tax deadlines, market insights, retirement account changes, and our exciting acquisition of Rodman & Associates, LLC.

  • Oct 31 2024
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    Client Newsletter 4Q24

    With the upcoming election and the year’s reflections ahead, it’s a great time to focus on staying prepared for what’s next...

  • Jul 26 2024
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    Client Newsletter 3Q24

    The second half of 2024 promises to be eventful with the upcoming presidential election. Let's dive into our updates and thoughts...

  • Apr 18 2024
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    Client Newsletter 2Q24

    Learn how we prioritize personalized advice and long-term relationships in family wealth management and much more in our recent newsletter...

  • Jan 31 2024
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    Client Newsletter 1Q24

    As we step into this new year, read our insights and practical advice on market movements, risk evaluation, and defensive portfolio strategies...

  • Oct 11 2023
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    Client Newsletter 4Q23

    As we wrap up 2023, let's dive into investment insights, compound market returns, and learn how to safeguard yourself from sneaky cyber threats...

  • Jul 25 2023
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    Client Newsletter 3Q23

    Here's a brief market update and some important information to know about the TD Ameritrade and Charles Schwab merger taking place later this summer...

  • May 2 2023
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    Client Newsletter 2Q23

    While we saw some recovery in early 2023, I do not believe the risk of a recession is gone and the second half of 2023 will likely be very difficult...

  • Jan 27 2023
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    Client Newsletter 1Q23

    Let’s dive right in and look at the first quarter of 2023. Our strategy is defensive, but your strategy should be emotional clarity...