Monthly Letters
- September 2020 - When the Fed Talks, Bond Investors Listen."
- August 2020 - COVID-19 Relief for Federal Student Loan Borrowers
- July 2020 - Trends In Charitable Giving
- June 2020 - Don't Let the Headlines Get You Down
- May 2020 - A Primer on Dividends
- April 2020 - When Insurance Needs Change
- February 2020 - Investing in Your Beliefs
- January 2020 - The Importance of Good Record Keeping
- December 2019 - Budget Checkup: Tax Time Is the Right Time
- May 2019 - Keep Up With Good Recordkeeping
- April 2019 - Questions About Medicare? Here Are Some Answers.
- March 2019 - Tips That May Keep Your Electronic Financial Data Secure
- February 2019 - Is Paying Off a Low-Interest Mortgage a Good Idea?
- January 2019 - Why Market Timing Doesn't Work
- December 2018 - How Do You Reach Your 2019 Financial Resolutions?
- November 2018 - Which is Better: Renting or Owning?
- October 2018 - Celebrating Women in Business
- September 2018 - National Preparedness Month
- August 2018 - How Will President Trump's Tariffs Impact Your Investments?
- July 2018 - 4 Questions To Ask About Long-Term Care
- June 2018 - Tips for Considering a Prepaid College Plan
- May 2018 - How to Keep Your Money in Your Family
- April 2018 - The Most Common Tax Scams of 2018 and How to Protect Yourself
- March 2018 - Are You Prepared for Mental Decline?
- February 2018 - Tips for Tax Deduction and Credit Planning
- February 2018 (Special Update) - Understanding Recent Market Volatility
- January 2018 (Special Update) - What Does the New Tax Law Mean for Me?
- January 2018 - Tips for Staying Active in Retirement
- December 2017 (Special Update) - What Does The New Tax Plan Mean For Investing?
- December 2017 - Define & Reach Your 2018 Financial Resolutions
- November 2017 - End The Year On A Financial High Note
- October 2017 - Tips For Families Who Have Children With Special Needs
- September 2017 - Is It A Good Idea To Pay Off A Low-Interest Mortgage?
- August 2017 (Special Update) - Examining North Korea and the Markets
- July 2017 - Schooling College Students About Financial Responsibility
- June 2017 - Women & Investing
- May 2017 - Invest Lifestyle Expenses on Memorable Experiences
- April 2017 - National Financial Literacy Month
- March 2017 - Simple Tips for Ramping Up Your Retirement Savings
- February 2017 - Tips for Tax Deduction and Credit Planning
- January 2017 - Tax Filing Errors to Avoid
- December 2016 - 17 Financial Resolutions for 2017
- November 2016 - Understanding the Election and Market Surprises
- October 2016 - Balancing College and Retirement
- August 2016 - Dollar-cost Averaging
- July 2016 - 5 Estate Questions To Ask About Real Estate
- June 2016 - Questions About Medicare? Here Are Some Answers.
- May 2016 - Do You Understand Your Emotions About Money?
- April 2016 - Should A Trust Be The Beneficiary Of Your IRA? Pros And Cons
- March 2016 - 4 Things Retirees Can Learn About Retirement From Peyton Manning
- February 2016 - Tax-Related Identity Theft This Tax Season
- January 2016 - Putting Market Corrections Into Perspective
- December 2015 - 16 Financial Resolutions for 2016
- November 2015 - Social Security Changes And Your Retirement Picture
- October 2015 - How Does an Inheritance Change Your Financial Picture?
- September 2015 - Why Market Timing Doesn’t Work
- July 2015 - Are You Prepared For Mental Decline?
- June 2015 - Questions About Medicare? Here Are Some Answers.
- May 2015 - 3 Questions To Ask About Your Long-Term Care Needs
- April 2015 - Questions About Medicare? Here Are Some Answers.
- March 2015 - Questions About RMDs? Here’s What You Need To Know.
- February 2015 - Getting Audited By the IRS? Don’t Panic.