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Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

June

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

June

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

June

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

June

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

June

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

June

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

March

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

March

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

March

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

March

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

March

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

March

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

February

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

February

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

February

Here are answers to some key questions about required minimum distributions.

February

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

February

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

January

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

January

The One Big Beautiful Bill Act includes many provisions that affect higher education.

January

Considering some important issues now could provide more options in the event of early retirement.

January

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

January

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

January

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck