Broker Check


Our clients receive an easy-to-read summary of what's happening in the market each quarter. Check our recent quarterly newsletters below. All are PDFs.

  • Q3 2018 - How to: check withholding under the new tax law before year-end (Paycheck checkup), shop for the best Medicare deal during open enrollment, and prepare your family for the next natural disaster.
  • Q2 2018 - What's the global outlook with trade wars, why you may see more CDs in your portfolio than before, and three things to consider before investing in marijuana.
  • Q1 2018 - In honor of Social Security Month, create or visit your SS account; how to check the permissions enabled on your phone; and key facts to know before buying cryptocurrency.
  • Year-end 2017 - Big year in the stock market, key changes in the new tax bill, breaking down blockchain technology.
  • Q3 2017 - What to do about the Equifax breach, how to use the client portal, meal kit reviews.

Contact Kate or Mike with questions about the newsletter.