Monthly Newsletters

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Monthly Newsletters

May Monthly Newsletter – Estate Planning for Digital Assets: 4 Steps to Ensure Your Assets are Protected

Estate planning has become more difficult with the introduction of technology into every aspect of an individual’s life. Years ago, people filed away bank books, stock certificates, financial statements and most other important documents in a filing cabinet or a safety deposit box. Read more

Monthly Newsletters

April Monthly Newsletter: 86% of Americans Are Stressed About Their Finances

A recent, nationwide survey of approximately 1,000 adults found that 86% of those surveyed indicated they are experiencing stress relating to their finances.[1]  Why is this important? According to that same survey, nearly half of those who indicated they are experiencing financial stress believe their stress hinders their ability to make financial decisions. Read more

Monthly Newsletters

March Monthly Newsletter: Billions of Reasons To Do Some “Financial Spring Cleaning”

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of Spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more

Monthly Newsletters

February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized Deductions

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

Read more

Monthly Newsletters

Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind. Read more

Monthly Newsletters

Monthly Investment Review: December 2015

2015 could be known as the great cover up. Equity markets appeared tame with the S&P 500 down just 0.7% (it actually gained 1.4% when dividends are included), but a much different picture lurked beneath the surface. The year turned out to be a rollercoaster where the anticipation of rate hikes by the Federal Reserve brought with it the return of volatility. Read more

Monthly Newsletters

Monthly Investment Review: November 2015

After a few months of frantic activity, equity markets decided to take a break during the month of November. The S&P 500 gained just 0.05% while the Dow Jones Industrial Average rose 0.3%. Read more

Monthly Newsletters

Monthly Investment Review: October 2015

In a month that is usually known for its stock market tricks, this October turned out to be an incredible treat for investors. All three major domestic indexes posted their biggest monthly increases since October 2011. The S&P 500 surged 8.3%. Read more

Monthly Newsletters

Monthly Investment Review: September 2015

September ended with bad economic news when the U.S. Department of Labor announced that employers added just 142,000 jobs in September, well below the 200,000 expected by economists. This dismal jobs report is yet another warning sign of slowing global growth witnessed throughout the month. Read more

Monthly Newsletters

Monthly Investment Review: August 2015

The beginning of August was normal enough. At the time, the S&P 500 was up just over 2% for the year, having traded in a relatively tight band through the first seven months. During the first week, the Labor Department reported what has become a familiar refrain all year: solid jobs growth and an improving or stable unemployment rate accompanied by stubborn wage growth. Read more