Broker Check


Our clients receive an easy-to-read summary of what's happening in the market each quarter. Enjoy some recent quarterly letters below.

  • 2017 October - What to do about the Equifax breach; how to use the client portal; meal kit reviews.
  • 2017 July - Fuel-efficient cars to fit your lifestyle; cyber security on your vacation.
  • 2017 April - Signs it might be time to refinance your student loans; what to expect with the U.S. debt ceiling.
  • 2016 December - Recap of an eventful year; economic forecast; international vs. U.S. equities performance; you work with a fiduciary.
  • 2016 October - Markets in the election season; protect yourself from cyber thieves; how much does the President's party influence stock returns?

Contact Carol or Kate with questions about the newsletter.