Our Quarterly Newsletters
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.
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.
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.
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.