Our Newsletters and Market Updates

We mailed our clients the latest newsletter on 1/13/2022.  If you are not a client and would like a copy of our latest newsletter, please request one by providing your name and email below.

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3rd Quarter Newsletter 10-8-2021

Topics:

  • Michael’s Global Events: China

  • Michael's Global Events: Are You Serious?

  • Michael's Financial Planning News: Social Security

  • Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.

  • Jillian’s Journeys: Rail Riders

  • Morgan’s Menus: Mini Garlic Monkey Bread

  • Our Appreciation and Disclaimers.

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2nd Quarter Newsletter 7-9-2021

Topics:

  • Michael’s FAQ #1:  Should I be worried about rising inflation?

  • Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.

  • Jillian’s Journeys and Morgan’s Menus on Summer Break.

  • Our Appreciation and Disclaimers.

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1st Quarter Newsletter 4-13-2021

Topics:

  • Benchmark Returns and Deep Financial Analysis.

  • Michael's FAQ #1: Should I be worried about taxes rising?

  • Michael's FAQ #2: Where are the opportunities?

  • Michael's FAQ #3: Where are the risks in the economy and financial markets?

  • Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.

  • Jillian’s Journeys and Morgan’s Menus.

  • Our Appreciation and Disclaimers.

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4th Quarter Newsletter 1-15-2021

Topics:

  • Benchmark Returns and Deep Financial Analysis.

  • Michael's FAQ #1: Are we in a bubble?  Is this sustainable?

  • Michael's FAQ #2: How will the Biden Administration or the end of the pandemic affect the economy?

  • Michael's FAQ #3: Thoughts on 2020 & 2021?

  • Michael's FAQ #4: Do Required Minimum Distributions apply again in 2021?

  • Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.

  • Jillian’s Journeys and Morgan’s Menus.

  • Our Appreciation and Disclaimers.

Read Full Newsletter