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Monthly Newsletters

March Monthly Newsletter: Billions of Reasons To Do Some “Financial Spring Cleaning”

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more

Monthly Newsletters

February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized Deductions

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

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Monthly Newsletters

Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind. Read more

Monthly Newsletters

Monthly Investment Review: September 2015

September ended with bad economic news when the U.S. Department of Labor announced that employers added just 142,000 jobs in September, well below the 200,000 expected by economists. This dismal jobs report is yet another warning sign of slowing global growth witnessed throughout the month. Read more