Archived Monthly Newsletters
and Market Updates

We always want you to be informed.

Please see and access our prior monthly newsletters and updates below that cover our thoughts on the market, our portfolios, financial planning, as well as comments and suggestions based on the time of year and what is going on in the world of financial planning during that month.

March 2024

• MARKET UPDATE

• FINANCIAL PLANNING

• 401(K) ALLOCATION

February 2024

• MARKET UPDATE

• FINANCIAL PLANNING

• 401(K) ALLOCATION

January 2024

• MARKET UPDATE

• FINANCIAL PLANNING

• 401(K) ALLOCATION

December 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• 401(K) ALLOCATION

November 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• 401(K) ALLOCATION

October 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• 401(K) ALLOCATION

September 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

August 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

July 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

June 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

May 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

April 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

March 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

February 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

January 2023

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• 401(K) ALLOCATION

December 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• TAX PLANNING

• 401(K) ALLOCATION

November 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• TAX PLANNING

• 401(K) ALLOCATION

OCTOBER 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• FRAUD ALERT

• TAX PLANNING

• 401(K) ALLOCATION

SEPTEMBER 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

AUGUST 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

JULY 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

JUNE 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

MAY 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

• GRAPHIC OF THE MONTH

APRIL 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• 401(K) ALLOCATION

• GRAPHIC OF THE MONTH

MARCH 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

• GRAPHIC OF THE MONTH

FEBRUARY 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

• GRAPHIC OF THE MONTH

JANUARY 2022

• MARKET UPDATE

• FINANCIAL PLANNING

• TAX PLANNING

• 401(K) ALLOCATION

DECEMBER 2021

• MARKET UPDATE

• FINANCIAL PLANNING

• COLLEGE & TAX PLANNING

• 401(K) ALLOCATION

NOVEMBER 2021

• MARKET UPDATE

• FINANCIAL PLANNING

• COLLEGE & TAX PLANNING

• 401(K) ALLOCATION

• GRAPHIC OF THE MONTH

OCTOBER 2021

• MARKET UPDATE

• FINANCIAL PLANNING

• COLLEGE & TAX PLANNING

• 401(K) ALLOCATION

• GRAPHIC OF THE MONTH

SEPTEMBER 2021

• MARKET UPDATE

• FINANCIAL PLANNING

• COLLEGE & TAX PLANNING

• 401(K) ALLOCATION

• GRAPHIC OF THE MONTH

AUGUST 2021

• MARKET UPDATE

• FINANCIAL PLANNING

• COLLEGE & TAX PLANNING

• 401(K) ALLOCATION