Read About Markets & Financial Planning Newsletters 2Q2021 Quarterly Market Review 1Q2021 Quarterly Market Review 2020 Market Review 4Q2020 - quarterly market update & commentary 3Q2020 - quarterly market update & commentary 2020-9 Is the Stock Market Divorced From Reality? 2Q2020 - quarterly market update & commentary 1Q2020 - quarterly market update & commentary These are the times.....to remain disciplined Video: Tune Out The Noist The Coronavirus and Market Declines 2019 Market Review 4Q2019 - quarterly market update & commentary 3Q2019 - quarterly market update & commentary 2Q2019 - quarterly market update & commentary 2019 Mutual Fund Landscape Report 1Q2019 - quarterly market update & commentary 4Q2018 - quarterly market update & commentary 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 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 Retirement planning Overview of Retirement Planning Portfolio Management in Retirement 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?
