FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Newsletters and Market Updates

Quarterly Newsletters and Market Updates are written by Michael and Sara, the last year posted below.

Market Update 2-3-2020 "Coronavirus"

Topics:

  • Coronavirus vs. Influenza (Flu)
  • Financial Markets Reaction
Read Full Market Update

4th Quarter Newsletter 1-17-2019

Topics:

  • Benchmark Returns as of 12/31/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  How does the SECURE Act affect me?
  • Michael’s FAQ #2:  Can my Required Minimum Distributions go to charities?
  • Michael’s FAQ #3:  What is going on in the stock market? 
  • Michael’s FAQ #4:  Doesn't the low unemployment rate mean the economy is strong?
  • Michael’s FAQ #5:  Thoughts on 2019, 2020 and the new decade.
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
Read Full Newsletter

3rd Quarter Newsletter 10-10-2019

Topics:

  • Benchmark Returns as of 9/30/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  What are the chances a recession is imminent?
  • Michael’s FAQ #2:  What is the latest with the inverted yield curve?
  • Michael’s FAQ #3:  What are Central Banks doing and how does it affect you? 
  • Michael’s FAQ #4:  What are some guidelines to follow if we are headed for a recession?
  • Sara’s News You Can Use: Medicare enrollment.
  • Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
Read Full Newsletter

Market Update 8-16-2019 "And you thought August would be quiet."

Topics:

  • Federal Reserve cuts interest rates.
  • U.S. / China trade war escalates.
  • Other events.
  • 2 dancers by a cliff.
  • Global Refinance. 
Read Full Market Update

2nd Quarter Newsletter 7-10-2019

Topics:

  • Benchmark Returns as of 6/30/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  Why are normally conflicting assets moving together?
  • Michael’s FAQ #2:  Positive scenario to the current situation?
  • Michael’s FAQ #3:  Guidelines if we are headed for a recession? 
  • Sara’s News You Can Use: How to eliminate spam phone calls.
  • Business Update, Morgan’s Menus, Jillian’s Journeys, Thank You, and Disclaimers.
Read Full Newsletter

Market Update 6-4-2019 "5 Days of Surprises."

Market Update that discusses the financial events between May 30th to June 3rd.

  • President Trump possibly places tariffs on Mexico.
  • The United States pulled its preferential trade status for India.
  • The Federal Trade Commission and Department of Justice are conducting investigations into Google, Amazon, Facebook and Apple.
  • China threatens retaliation against U.S. companies over Huawei.
  • The Trump Administration considered placing tariffs on Australian imports.
Read Full Market Update

Market Update 5-6-2019 "Tweets, Trade, Tariffs... Oh My"

Market Update that discusses the current state of trade negotiations between the United States and China.

  • What are tariffs?
  • What does it all mean?
  • Could this go bad?
  • Could this go well?
Read Full Market Update

1st Quarter Newsletter 4-10-2019

Topics:

  • Benchmark Returns as of 3/31/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  Are the financial markets more volatile than usual?
  • Michael’s FAQ #2:  What are your thoughts on global interest rates?
  • Sara’s News You Can Use:  Medicare.
  • Business Update, Thank You and Disclaimers.
Read Full Newsletter

Market Update 2-6-2019 "Inflection Point"

Market Update that discusses the current market and the possible future scenarios.

  • Why financial markets could turn negative?
  • Why could the market keep grinding higher?
Read Full Market Update

4th Quarter Newsletter 1-10-2019

Topics

  • Benchmark Returns as of 12/31/201.
  • Financial Markets Summary.
  • Michael's FAQ #1: What happened to the stock market in the 4th quarter?
  • Michael's FAQ #2: What does the chart of the S&P 500 look like now?
  • Michael's FAQ #3: What might determine if the stock market can stay above it Uptrend Line?
  • Michael's FAQ #4: Why did you think the markets could drop because of Central Banks?
  • Michael's FAQ #5: Predictions.
  • Sara's News You Can Use: Medicare.
  • Business Update, Thank You and Disclaimers.
Read Full Newsletter

Market Update 12-19-2018 "Fed Day"

Market Update that discusses the current market and the Federal Reserve meeting today.

  • Analysis of the Head and Shoulders pattern.
  • What does today's Federal Reserve Meeting mean?
Read Full Market Update