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Lower Your Tax Bill With Year-End Planning
Recognizing & Avoiding Online Scams
Independent Investor: November 2018
Click here to download the Independent Investor letter in PDF format
Investor Letter November 2018
Recession Watch Dashboard Updated Q3
Click here to download the Recession Watch Dashboard in PDF format
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Newsletter Archives
- December 2018: What Happened to Your Money?
- November 2018: The Tech Sector Could Be Dominating Your Portfolio
- October 2018: Down the Donut Hole: The Medicare Coverage Gap
- September 2018: What to Do If Your Term Life Insurance Policy Is About to Expire
- August 2018: Have You Made Any of These Financial Mistakes?
- July 2018: Quiz: Financial Facts That Might Surprise You
- June 2018: Mid-Year Planning: Tax Changes to Factor In
- May 2018: Dividend Investing: Small Payments Can Boost Returns
- April 2018: Government Report Details Household Finances
- March 2018: Due Date Approaches for 2017 Federal Income Tax Returns
- February 2018: What's Your Money Script?
- January 2018: How Much Risk Can You Take?