Newsletters

Fall 2019

Issue Highlights

• A Strategy for Every Client
• Protecting Yourself
• Have you created your My Social Security account yet?
• Bet on Businesses
• Life Insurance
• Age is but a Number
• Should I Refinance?
• Economics of Climate Change


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Spring 2019

Issue Highlights

Happiness Is Contagious
Stephanie Herscher

The Only Thing Certain is Death and Taxes
BY MIKE BARANCYK

Should I Profit from Things I Don’t Agree With?
MARK VANDEVELDE

Trustee of your Trust
MARC RUIZ

and more...

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Winter 2019

Issue Highlights

Social Security Strategies and Your Retirement
by Bridget Shoemaker

How Are You Impacted by Tax Reform?
Steve Kavois

Staying Balanced and Focused
Joe Starkey

and more...


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Autumn 2018

Issue Highlights

Social Security Isn’t Dying
by Andy Smith

Avoid Adding Emotional Risk to your Portfolio
Joe Starkey

Why You Want a Retirement Plan in Writing
Mike Barancyk, AIF®

and more...

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Summer 2018

Issue Highlights

New Medicare Cards Coming Soon
by Bridget Shoemaker

Great Recession 2.0?
Steve Kavois

Considering Healthcare Costs
Brett Hill

The Investment Rollercoaster
Mario Ruiz

and more...

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Spring 2018

Issue Highlights

Tax Reform
Shane Crist

The Part-Time Retiree
Joe Starkey

Broker Dealer Change
Marc Ruiz

Ask Your Advisor if they are a Fiduciary
Mike Barancyk, AIF®

and more...

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