Broker Check

Quarterly Newsletter

Client Centered

Be sure to sign up to receive our FREE quarterly newsletter and other important communications! Each issue of our newsletter provides relevant information for all investors, including Quarterly Economic Data Reports. 

To view copies of past issues which contain articles that may be of special interest to you, please click on the links below.

Be sure to sign up to receive our FREE quarterly newsletter and other important communications! Click here to sign up today to stay in touch or complete the input form below.


Spring, 2022- 'Reduced Competition.' 5 Predictions for the Housing Market In 2022, From Economists and Real Estate Pros.; Student Loans, Car Payments, Credit Cards: Here's What May Cost More As Fed Raises Interest Rates


Winter, 2021 - Pandemic Upends Retirement Plans for a Third of Americans — For Better or WorseWorkers Value a Good 401(k) So Highly, They're Willing to Quit Their Jobs Over It

Fall 2021New job? Want to save money during 2021 open enrollment? Look at these 6 benefitsFor 40% of Americans, ‘It’s Going to Take a Miracle’ To Retire Securely

Summer, 2021- Conducting Your Mid-Year Financial Checkup; The Pros and Cons of Early Retirement Plan Rollover; US Inflation Rate by Year from 1929 to 2023

Spring, 2021 - More Consumers Feel Safe and Sound...and Ready to Spend; Retirement Seen Through Your Eyes; Guarding Against Identity Theft


Winter, 2020.1- Retirement Blindspots: Some Life and Financial Factors That Can Sometimes Be Overlooked; Is It Better to Finish College Faster or Debt-Free? by Miriam Caldwell; 12 Budgeting Tips to Help You Win With Money

Fall, 2020 - Strategic vs. Tactical Investing, Pay Yourself First Budgeting Method, by Paula Pant; 5 Simple Ways to Start Budgeting for Christmas Now, by Karla Walsh

Summer, 2020 - Stock Market Lesson to Remember; Who Is Your Trusted Contact?; 6 Ways to Save Money on a Tight Budget by Miriam Caldwell

Spring, 2020 - Should You Care What the Financial Markets Do Each Day?; The Best Way to Organize Your Finances After Taxes; Why an Emergency Fund is Important 


Winter, 2019 - Top 3 Ways to Make Your Money Work for You, Am I Able to Get Social Security Retirement Benefits if I’m Working?

Fall, 2019 - Who Needs Life Insurance?; A Bucket Plan to Go with Your Bucket List

Summer, 2019 - 6 Money Saving Tips for Summer; The Financial Realities of Longevity; Keep Calm, Stay Invested

Spring, 2019 - Bad Money Habits to Break; Your Emergency Fund: How Much is Enough?; Learn About the Different Kinds of Loans


Winter, 2018 - Talking to Your Heirs About Your Estate Plan; How Hackers Might Target You in 2018; Can We Afford to Live to 100?; Don’t Make These 2 Mistakes With Your Cash On Hand

Fall, 2018 - 9 Ways to Keep Holiday Spending Under Control; Getting Your Personal Finances in Shape for 2019; How Much Money Should I Keep in My Checking Account? by Tom Gilmour, CFP®

Summer, 2018 - Things That Boost Your Credit Score; Try This Simple 5-Category Budget; Set Goals as You Save & Invest; Should I Pay Off My Debt Before Saving for Retirement?

Spring, 2018 - The Retirement Mindgame; Why You Want a Retirement Plan in Writing; Good Reasons to Retire Later; How to Clean Up Financial Clutter


Winter, 2017 - 10 Best Tips for Saving Money in 2017; Twelve Things You Need to Know

Fall, 2017 - The Awkward Conversations That Can Save You Big Money; The Importance of Having an Emergency Fund

Summer, 2017 - How Much Money Should You Save Each Month?; The 10 Best Family Cars in 2017

Spring, 2017 - Want to Retire Early? Think Again; 6 Home Renovations You Think Will Pay Off But Won't

Subscribe to our Newsletter!

Thank you! Oops!