Our quarterly insight into the markets
Our Insights
Our market reports and outlooks are compiled by us quarterly to keep you informed and up to date on the ever-evolving financial markets. Bookmark this page and visit each quarter for the latest letter.
Quarterly Investment Strategy
- 2025 April
- 2025 January
- 2024 October
- 2024 July
- 2024 April
- 2024 January
- 2023 October
- 2023 July
- 2023 April
- 2023 January
- 2022 October
- 2022 July
- 2022 April
- 2022 January
- 2021 October
- 2021 June
- 2021 April
- 2021 January
- 2020 October
- 2020 July
- 2020 April
- 2020 January
- 2019 October
- 2019 July
- 2019 April
- 2019 January
- 2018 October
- 2018 July
Financial Planning Insights
- Volume 1 - 2025, Planning for Inflation in Retirement, 2024 & 2025 Contribution Limits,Secure Act 2.0 Super Catch-up
- Volume 2 - 2024, Is Social Security Going Away?, Does having a will avoid probate?, 529 to Roth Conversions
- Volume 1 - 2024, Changes in Education Planning, Income Planning for Medicare
- Volume 2 - 2023, Financial Planning for Teens & Young Adults, Texting Your Advisor
- Volume 1 - 2023, SECURE Act 2.0, 2022 Bridging the Gap Race
- Volume 2 - 2022, Actions to Consider When Markets are Down
- Volume 1 - 2022, Account Documents, ESG, 529
- Volume 2 - 2021, Digital Assets, Roths for Kids
- Volume 1 - 2021, Year of 2020, HSA Strategies, Taxes
- Volume 2 - 2020, Zoom, Stress Testing Plans, eSignature
- Volume 1 - 2020, Live for Today, Enhanced Authentication, Future of Social Security
- Volume 2 – 2019, Roth IRA Strategies, Account Aggregation
- Volume 1 – 2019, Long-term Care, Beneficiaries
- Volume 2 – 2018, Donor Advised Fund, Trusted Contact, Do I Need a Will?
- Volume 1 – 2018, Tax Reform, Information Security
- Volume 2 – 2016, Preparing Loved Ones & Medicare
- Volume 1 – 2016, Trusts & Retirement Income
Financial Planning Checklist
Other Resources
