Resources
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Mar 6 2020
Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?In this update, I want to cover a few areas that could suggest stabilization in the market and also a few caution signs we are carefully watching.
Feb 25 2020
Investment Update: February 2020Due to recent market volatility, I want to give you an update on how we're reducing risk exposures while staying the course on your unique needs and goals.
Feb 6 2020
Contributing to Your IRA by April 15 Could Lower Your 2019 Tax BillHere is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.
Feb 1 2020How can I develop financial discipline in my life?So many of us are consumed with contributing to our retirement accounts that it’s easy to ignore our budget and unleash our impulsive spending habits...
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.
Jan 2 2020How can I make meaningful resolutions that will help my family?What are your New Year's resolutions? Workout routines are a great, but it's time to make sure you and your family are financially secure.
Dec 2 2019How Can I Give More to My Loved Ones and Less to the IRS?How can I give more to my loved ones and less to the IRS? Let’s learn from hypothetical Mike & Donna. These examples apply to those working and retired.
Oct 11 2019Investment Newsletter 4Q19Read Stuart's investment newsletter for a quick update and refresher on the markets, economy, and how they affect your investments.
Oct 10 2019Client Newsletter 4Q19When your world suddenly turns upsidedown, you realize how important planning is. Read Petr's letter to find out what happened this summer...