Broker Check


Our clients receive an easy-to-read summary of what's happening in the market each quarter. Open one up to get actionable, fun-to-read advice you can use today. (All newsletters are PDFs.)

  • Q1 2019 - Get answers to why your accounts have different rates of return; help college students avoid high bank fees (and other money tips for students); and explore estate planning lessons from Game of Thrones.
  • Q4 2018 - Increase your retirement plan contributions with the new annual limit; take a home inventory to prepare for disaster; report the fraudulent calls you get from the Social Security Administration.
  • 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.

Contact Kate or Mike with questions about the newsletter.