Newsletters
Helpful Information for Filing 2020 Income Taxes and Proactive Tax Planning for 2021 (Feb 2021)
4th Quarter Economic Outlook (Jan 2021)
3rd Quarter Economic Outlook (Oct 2020)
Proactive Year-end Tax Planning for 2020 and Beyond
Low Interest Rates and Investors - August 2020
2nd Quarter Economic Update - July 2020
Proactive Retirement Planning Using the New SECURE Act - July 2020
Traditional and Roth IRAs - June 2020
1st Quarter Economic Update - April 2020
Market Volatility Update - March 2020
Welcome to 2020 - January 2020
4th Quarter 2018 Economic Update (January, 2019)