Client Newsletters
-
Jan 27 2022
Client Newsletter 1Q222021 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
Client Newsletter 4Q21We'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 2021Client Newsletter 3Q21A lot has changed since my last newsletter. Let’s jump into an investment update, an economic bubble, and some talk about taxes...
Apr 28 2021Client Newsletter 2Q21Here'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 2021Client Newsletter 1Q21In 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 2020Client Newsletter 4Q20Several 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 2020Client Newsletter 3Q20So much has happened since January. Read my latest newsletter for an update on what we're doing and our strategy going forward...
Apr 23 2020Client Newsletter 2Q20Our 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 2020Client Newsletter 1Q20We 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.