View Our Videos and Newsletters

Click on a Link to Read One of Our Latest Newsletters

Helpful Information for Filing 2021 Income Taxes
and Proactive Tax Planning for 2022

Welcome to 2021

Compare our Services

Seven ways to Think About Your Portfolio

The New SECURE Act and Proactive Retirement Planning

Market Volatility Update:Markets Go Up and Markets Go Down

Welcome to 2020

Click on an image to View our Videos

Inflation, Interest Rates and More..

 

Cyber Safety 2022

 

Two Very Different Years

 

Coming Out of COVID

 

Tax Changes for 2021

Cybersecurity: Threats, Trends and Tips

Election 2020

 

The Disconnect Between the Stock Market and the Economy

 

Summer 2020 and the Upcoming Election

 

Coronavirus Update

 

Current Market information

The Way Forward After the Coronavirus