Newsletters & Other Commentary

 

Newsletters 

3Q2018 - quarterly market update & commentary

2Q2018 - quarterly market update & commentary

2018 Mutual Fund Landscape Report

1Q2018 - quarterly market update & commentary

4Q2017 - quarterly market update & commentary & 2017 annual market review

3Q2017 - quarterly market update & commentary

2Q2017 - quarterly market update & commentary

2017 Mutual Fund Landscape Report

1Q2017 - quarterly market update & commentary

4Q2016 - quarterly market update & commentary

3Q2016 - quarterly market update & commentary

2Q2016 - quarterly market update & commentary

2016 Mutual Fund Landscape Report

1Q2016 - quarterly market update & commentary

4Q2015 - quarterly market update & commentary

3Q2015 - quarterly market update & commentary

2Q2015 - quarterly market update & commentary

2015 Mutual Fund Landscape Report

1Q2015 - quarterly market update & commentary

4Q2014 - quarterly market update & commentary

3Q2014 - quarterly market update & commentary

2014 Mutual Fund Landscape Report

2Q2014 - quarterly market update & commentary

1Q2014 - quarterly market update & commentary

4Q2013 - quarterly market update & commentary

2Q2013 - quarterly market update & commentary

1Q2013 - quarterly market update & commentary

 

4Q2012 - quarterly market update & commentary 

3Q2012 - quarterly market update & commentary 

2Q2012 - quarterly market update & commentary

1Q2012 - quarterly market update & commentary

1Q2012 - interim market update & commentary

4Q2011 - quarterly market update & commentary

3Q2011 - quarterly market update & commentary

2Q2011 - quarterly market update & commentary

1Q2011 - market update, stocks v bonds, and MPT primer

 

Retirement planning 

Overview of Retirement Planning

Portfolio Management in Retirement

 

 

Tax planning 

Overview of Tax Planning

 

 

Portfolio management 

Is the market beating you? 

Predicting future stock market returns 

Active management versus index results: 2005-2010 

Is it possible to time the market?

I'm a believer, now what?

Can 1+1 really equal 3?

Are you investing or speculating? 

Can you take it?

What's the risk?

It's in the mix

Overview of Equity Asset Classes

 

Estate planning 

The Two E's of Estate Planning

 

 

Insurance planning 

The Basics of Insurance Planning

 

Fee-only versus Fee-based 

The difference between fee-only and fee-based financial advisors

 

The "CFP" designation 

What is the "CFP" designation? 

"CFP" designation in the news in the emnw 

 

Contact us to schedule a no-cost, no-obligation initial consultation. If there's a good fit, we can talk about working together to take the worry out of your finances and help you achieve true financial well-being.