Newsletters

February 2018 Newsletter

  • Quarterly Economic Update- Fourth Quarter 2017

March 2018 Newsletter.

  • First Quarter 2018- Tax Report

April 2018 Newsletter

  • Quarterly Economic Update- First Quarter 2018

May 2018 Newsletter

  • The Rise of Interest Rates: An Investor's Perspective

June 2018 Newsletter

  • Portfolio Rebalancing in Today's Market

July 2018 Newsletter

  • Quarterly Economic Update- Second Quarter 2018

August 2018 Newsletter

  • The Draft 1040- Adjusted for the Tax Law Changes

 September 2018 Newsletter

  • Estate Planning- Prospect

 October 2018 Newsletter

  • Quarterly Economic Update - Third Quarter 2018