Broker Check
Investment Management & Retirement and Wealth Planning
 

Newsletters

April 2013 – A Note on Gold – What an Awful Week 

June 2013 – Some Thoughts on Diversification Principles & Portfolio Performance 

August 2013 – American Taxpayer Relief Act Explained

November 2013 – Wall Street Obsessed with Money Printing – What Happens to QE From Here?

February 2014 – It's Almost Tax Time – Planning with ATRA

April 2014 – Cetera Advisor Networks LLC Acquired by RCAP – What Does it Mean?

September 2014 – QE Comes to Europe – European Central Bank Announces New Money Printing Program

October 2014 – PIMCO Funds Chief Bill Gross Leaves – What does it mean to investors?

October 2014 – Special Report – Boeing Announces Special Pension Lump Sum Opportunity Buy-Out Offer

December 2014 – Oil Wars – The Middle East and OPEC Wages an (Oil) War against the US

December 2014 – Tax Update – Charitable Extender’s Bill Passes

January 2015 – Has Diversification Stopped Working?

February 2015 – It’s Almost Tax Time

May 2015 – Dow 18,000 – What Should I Do about Risk?

August 2015 - Summertime Slump in the Stock Markets... Again

September 2015 - Waiting to get Spanked... Why Didn't the Fed Raise Rates

December 2015 - Tax Update - Charitable Extender's Bill Passes... Again

February 2016 - It's Almost Tax Time

April 2016 - Changes in Money Market Funds and Disclosures

May 2016 Dow 18000... Again. What Should I do About Risk?

June 2016 - BREXIT What does it mean and what should I do

July 2016-New Teammates New Portfolio Options New DOL Regulations 

November 2016 - We are all Surprised at...

January 2017-What happened after the election? And what should I watch for in 2017?

March 2017 - It's Almost Tax Time! What you Need – and Tax Planning with President Trump in 2017

March 2017 - Trump Tax Plan Revealed - Tax Planning with President Trump in 2017

September 2017 Is Now the Right Time to Rebalance My Portfolio? & the Solar Eclipse and Investing

January 2018 - Putting Financial Research to Work