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
- 2022 Quarter 3 (published July 2022)
- 2022 Quarter 2 (published April 2022)
- 2022 Quarter 1 (published January 2022)
- 2021 Quarter 4 (published October 2021)
- 2021 Quarter 3 (published June 2021)
- 2021 Quarter 2 (published April 2021)
- 2021 Quarter 1 (published January 2021)
- 2020 Quarter 4 (published October 2020)
- 2020 Quarter 3 (published July 2020)
- 2020 Quarter 2 (published April 2020)
- 2020 Quarter 1 (published January 2020)
- 2019 Quarter 4 (published October 2019)
- 2019 Quarter 3 (published July 2019)
- 2019 Quarter 2 (published April 2019)
- 2019 Quarter 1 (published January 2019)
- 2018 Quarter 4 (published October 2018)
- 2018 Quarter 3 (published July 2018)
Financial Planning Insights
- 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
