Weekly Newsletter
Week of April 6th, 2020
“Toto, I've a feeling we're not in Kansas anymore.”
Special Edition - April 2020
When It Rains Gold, Reach For A Bucket
Read the market commentary here.
Special Edition - Updates on Federal Income Taxes and Required Minimum Distributions
Updates
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Week of March 30th, 2020
The United States set some records last week.
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Special Edition - A Test of Our Resolve
Battling COVID-19
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Week of March 23rd, 2020
Coronavirus (COVID-19) continues to spread
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Special Edition - A Clear Vision of Financial Goals
A Clear Vision of Financial Goals
Special Edition - Change to our COVID-19 firm policy
Change to our COVID-19 firm policy
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Week of March 16th, 2020
Last week was one for the history books.
Read the market commentary here.
Special Edition - Coping With Market Volatility
Bear Market
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Special Edition - COVID-19
Our response to COVID-19
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Special Edition - COVID-19 and Oil Prices
The first cut is the deepest.
Week of March 9th, 2020
Markets are making investors uncomfortable.
Read the market commentary here.
Special Edition - March 2020
It's been a tough week.
Read the market commentary here.
Week of March 2nd, 2020
Take a deep breath
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Special Edition - Coronavirus
“The stock market takes an escalator up, and an elevator down,”
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Week of February 24th, 2020
Risk on or risk off?
Week of February 18th, 2020
Markets around the world moved higher last week.
Read the market commentary here.
Special Edition - Happy Valentine's Day
Happy Valentine's Day
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Special Edition - February 2020
Increased stock market volatility
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Week of February 10th, 2020
Major U.S. indices posted strong gains
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Week of February 3rd, 2020
Prepare yourself.
Week of January 27th, 2020
Markets hunkered down last week.
Read the market commentary here.
Special Edition - 2019/2020 LPL Tax Season Guide
Upcoming Tax Season - Please Read
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Week of January 21st, 2019
The new trade deals are here!
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Week of January 13th, 2020
It was a nerve-wracking week.
Read the market commentary here
Special Edition - Impact of the SECURE Act
Secure Act
Special Edition - January 2020
Happy New Year
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Week of January 6th, 2020
About face!
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Special Edition - Happy New Year
Celebrate the New Year Your Way
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Week of December 30th, 2019
2019 will be a hard act to follow.
Read the market commentary here.
Week of December 23rd, 2019
Let’s hear it for 2019!
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Week of December 16th, 2019
So, what comes next?
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Week of December 9th, 2019
Ahh, the power of distraction.
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Week of December 2nd, 2019
It’s a shopping revolution!
Special Edition - Happy Thanksgiving
Thanksgiving is almost here!
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Week of November 25, 2019
Thanksgiving is in the air!
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Week of November 18th, 2019
The longest bull market in history.
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Week of November 11th, 2019
Historic Highs
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Special Edition- Veteran's Day
Thanks to our Men and Woman
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Special Edition - November 2019
Stock markets reach new highs
Week of November 4th, 2019
They did it.
Read the market commentary here.
Week of October 28th, 2019
How much is too much?
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Week of October 21st, 2019
It's that time again.
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Week of October 14th, 2019
The world breathed a sigh of relief last week.
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Week of October 7th, 2019
From trade wars to impeachment inquiries.
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Special Edition - October 2019
Summer has turned to fall.
Week of September 30th, 2019
They say bull markets climb a wall of worry.
Read the market commentary here.
Week of September 23rd, 2019
There’s a new theory in town.
Read the market commentary here.
Special Edition - Will There Be A Recession?
Will There Be A Recession?
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Week of September 16th, 2019
Where’s inflation?
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Special Edition - September 2019
The Dog Days of Summer were on full display.
Week of September 9th, 2019
Remember the movie Groundhog Day?
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Week of September 3rd, 2019
What, me worry?
Read the market commentary here.
Week of August 26th, 2019
Have you ever watched a lake in a thunderstorm?
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Week of August 19th, 2019
Don’t let volatility get you down.
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Week of August 12th, 2019
Global selloff. Quick comeback.
Week of August 5th, 2019
Tariffs strike again.
Read the market commentary here.
Special Edition - August 2019
This summer has been interesting.
Read the market commentary here.
Week of July 29th, 2019
Two sides to every story.
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Week of July 22nd, 2019
How hot was it last week?
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Week of July 15th, 2019
The bulls are running.
Week of July 8th, 2019
What will the Federal Reserve do now?
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Special Edition - July 2019
Happy Forth of July
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Week of July 1st, 2019
Who’d a thunk it?
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Week of June 24th, 2019
Everything went up – and that’s unusual.
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Week of June 17th, 2019
Are we on the cusp of change?
Special Edition - June 2019
Happy Father's Day
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Week of June 10th, 2019
Surprise! It was a great week for markets.
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Special Edition - June 2019
Trade Tensions
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Week of April 29th, 2019
Let’s hear it for the dogs.
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Week of May 28th, 2019
U.S. stocks have had a great run.
Week of May 20th, 2019
Trade war trade-off
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Week of May 13th, 2019
Trade talk trouble
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Special Edition - May 2019
Happy Mother's Day
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Week of May 6th, 2019
Best start in 20 years.
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Special Edition - May 2019
Strong start to the year
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Week of April 29th, 2019
Economic growth in the United States was strong during the first quarter.
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Week of April 22nd, 2019
And the answer is...
Week of April 15th, 2019
Tax Day
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Week of April 8th, 2019
The first quarter of 2019 brought a welcome reversal
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Special Edition - April 2019
10-year anniversary of the current bull market.
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Week of April 1st, 2019
“Fascinatingly counterintuitive…”
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Week of March 25th, 2019
Scandinavia sweeps again.
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Week of March 18th, 2019
Stock and bond markets rallied.
Special Edition- March 2019
Impressive Rally
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Week of March 11th, 2019
Markets were rattled last week.
Read the market commentary here.
Week of March 4th, 2019
Blast from the Past
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Week of February 25th, 2019
Semi-Annual Monetary Policy Report
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Week of February 19th, 2019
What's in your wallet?
Read the market commentary here
Week of February 11th, 2019
Central banks take a turn
Special Edition- February 2019
Throes of winter.
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Special Edition
2019 Tax Statement Mailing Schedule
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Special Edition
Welcome Joe Cilley & Lincoln Kopetski
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Week of February 4th, 2019
U.S. stock markets celebrated
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Week of January 28th, 2019
What is going on across the pond?
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Week of January 22nd, 2019
We're off to a good start
Week of January 14th, 2019
People love rules of thumb.
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Week of January 7th, 2019
A new beginning.
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Week of December 17th, 2018
Happy Holidays!
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Week of December 10th, 2018
We’re off to a slow start.
Read the market commentary here.
Week of December 3rd, 2018
Hold on to your hats!
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Week of November 26th, 2018
It was a turkey of a week.
Week of October 22nd, 2018
Keep your eyes on the horizon.
Read the market commentary here.
Week of November 12th, 2018
How are you feeling about financial markets?
Read the market commentary here.
Special Edition - Midterm Elections
Stay Focused
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Week of November 5th, 2018
Retirement Savings Trick
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Special Edition- October Market Volatility
Focus on the fundamentals.
Read the market commentary here.
Week of October 29th, 2018
Is that a fact?
Week of October 22nd, 2018
Pets and Financial Planning
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Week of October 15th,, 2018
On a lighter note...
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Week of October 8th, 2018
What Do You Think?
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Week of October 1st, 2018
Goldilocks economy?
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Week of September 24th, 2018
Did you hear the news?
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Week of September 17th, 2018
All investors are consumers, but not all consumers are investors.
Week of September 10th, 2018
What makes you happy?
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Week of September 4th, 2018
Prepare for a shake up!
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Week of August 27th, 2018
Tick, Tock.
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Week of August 20th, 2018
Missed it by THAT much!
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Week of August 13th, 2018
Let's talk Turkey!
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Week of August 6th, 2018
The Millennial Way
Week of July 30th, 2018
Sugar Rush?
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Week of July 23rd, 2018
Good news and notable news!
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Week of July 16th, 2018
What are the biggest risks for retirement investors?
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Week of July 9th, 2018
What a roller coaster of a quarter!
Read the market commentary here.
Week of July 2nd, 2018
From Asia with Love.
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Week of June 25th, 2018
What time is it?
Week of June 18th, 2018
Deal or no deal?
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Week of June 11th, 2018
G whiz!
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Special Edition - Midyear Check-In
The summer months are almost underway...
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Week of June 4th, 2018
Counting Chickens.
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Week of May 29th, 2018
Working out the bugs.
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Week of May 21st, 2018
Too much? Too little? Or just right?
Week of May 14th, 2018
Splash!
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Week of May 7th, 2018
What in the World?
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Special Edition - Big Picture
Before you spring into action...
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Week of April 30th, 2018
A Meeting of the Minds.
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Week of April 23rd, 2018
What does your playlist say about you?
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Week of April 16th, 2018
What does your playlist say about you?
Week of April 9th, 2018
You could almost hear the spurs jingling...
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Week of April 2nd, 2018
In like a lion, out like a lamb...
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Week of March 26th, 2018
Why am I saving and investing? After a week like last week, it's an important question.
Read the market commentary here.
Special Edition - Spring Forward
The first quarter of 2018 is wrapping up...
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Week of March 19th, 2018
It's a good time for a gut check.
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Week of March 12th, 2018
It's not just millennials!
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Week of March 5th, 2018
Last week, global stock markets took a bit of a dip...
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Week of February 26th, 2018
Olympic Athletes have to pay the bills, too...
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Week of February 19th, 2018
As New York Fashion Week ended, inflation strutted its stuff.
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