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Check out our past newsletters below for helpful financial planning information and insights.

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How Will the New Tax Bill Affect You?

2018 may be the best year to consider working with a professional tax preparer as man Americans will be affected in some way by the new tax bill legislation. There are many immediate and indirect effects to be aware of for the middle-class, corporations and small businesses.

Market Update: March 2017

Our purpose in this newsletter is to explain why, in spite of all the uncertainties facing the global economy, we have great reasons to be optimistic about the next 20 years.

2015 Review, 2016 Preview

Our purpose in this newsletter is to review what happened in 2015, look ahead to what we might see in 2016, and give guidance on the best (and worst) ways for clients to respond accordingly.