Resources

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  • Nov 1 2019
    How to Enjoy the Holidays Without Breaking the Bank

    It’s the most wonderful time of the year . . . but also the most expensive. Here are 5 tips to help you stick to your budget and enjoy your holiday season!

  • Oct 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 4Q19

    Read Stuart's investment newsletter for a quick update and refresher on the markets, economy, and how they affect your investments.

  • 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
    magazine of the stock market and investments update
    Investment Newsletter 3Q19

    Read Stuart's letter for an update on the markets and investments. The strong rally in 1q19 is flattening out and low-interest rates have limited downside.

  • Jul 11 2019
    someone typing a letter with a typewriter
    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...

  • Apr 9 2019
    magazine of the stock market and investments update
    Investment Newsletter 2Q19

    After one of the worst quarters in a couple of years, risk assets recovered strongly in 1q19. Here's an update on our view of the world and markets...

  • Apr 4 2019
    Direct Transfers vs. 60-Day Rollovers – Which is Better?

    Eventually, you may want to transfer money from a retirement plan to an IRA. You can either choose a direct transfer or a 60-day rollever. Which is better?

  • Mar 27 2019
    5 IRA Contribution Rules that Might Surprise You

    It’s that time of year again! The deadline to file your taxes is just around the corner. Here are 5 IRA contributions rules that you might not know about...