Independent Investor: May 2019
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Client Letter May 2019
Recession Watch Dashboard: Updated First Quarter 2019
Client Letter April 2019
Plan Ahead to Ease Travel Headaches
Independent Investor: March 2019
Click here to download the Independent Investor letter in PDF format
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Newsletter Archives
- May 2019: Mergers & Acquisitions: What's in the Deal for Investors?
- April 2019: Quiz: Social Security Survivor Benefits
- March 2019: Due Date Approaches for 2018 Federal Income Tax Returns
- February 2019: Hidden Gem: HSAs in Retirement
- January 2019: Famous People Who Failed to Plan Properly
- 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