Client Newsletters

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  • Jul 19 2022
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    Client Newsletter 3Q22

    In April , I shared my thoughts and predictions that 2022 would be a difficult year. Let’s jump in and see what’s changed since the second quarter...

  • Apr 13 2022
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    Client Newsletter 2Q22

    Happy Spring! In our 2Q22 Newsletter, we discuss 2022, ways you can protect your family in inflationary times, our latest investment, and upcoming changes..

  • Jan 27 2022
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    Client Newsletter 1Q22

    2021 was another good year in the markets, but 2022 might be different. Here is our outlook for the year and a few changes you might want to know about...

  • Oct 21 2021
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    Client Newsletter 4Q21

    We're headed into the 4th quarter...Let's look at new investment strategies, address inflation, and speculate what’s to come after the holiday season...

  • Jul 26 2021
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    Client Newsletter 3Q21

    A lot has changed since my last newsletter. Let’s jump into an investment update, an economic bubble, and some talk about taxes...

  • Apr 28 2021
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    Client Newsletter 2Q21

    Here's a quick investment update, why taxes matter, what we are doing to help clients like you, and what steps you might consider to alleviate taxes...

  • Jan 28 2021
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    Client Newsletter 1Q21

    In my January newsletter, I share a brief recap of 2020, how you can benefit from engaging with us, and what we're looking out for in 2021...

  • 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...