Newsletters

Summer 2017, Volume V | Published 08/14/2017

In this issue Geoff Owen and Donna Rasile recap our due diligence process and include updates from two recent visits to Fidelity Investments and Gabelli Funds. It’s never too late to start; read about how to fix 5 of the most common retirement mistakes, discover different options available for social security income and last, make sure you are up to date on cyber security awareness within the work place and at home.

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Winter 2017, Volume IV | Published 02/21/2017

In this issue we recap 2016, a year of unexpected outcomes and find out what events moved the markets and what to expect in the upcoming year. With tax season upon us, you will find articles addressing IRAs and strategies for RMDs (Require Minimum Distributions) along with Trump’s tax reform plan. Lastly, it may be time to review your estate plan, review the 5 key documents of a sound plan.

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Fall 2016, Volume III | Published 11/17/2016

Our newest team member, Geoff Owen, writes about how to tell whether your employer retirement is fulfilling your needs. We recommend moves to make at the end of 2016 to save on taxes. Are you investments diversified enough? Know the "4 Cornerstones of Diversification." Also, articles on rebalancing your portfolio and glitches in robo advisors.

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2016, Volume II | Published 07/08/2016

In this issue, we share thoughts on investing in the international equity markets, the difficulty of timing the markets during times of all-time highs and the Department of Labor's approval of the 'Final Fiduciary Rule. Also, what to know about planning for Social Security, ten common scams to watch out for and the value of a living trust.

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