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- 2014
- December Letter of the Month:
15 Financial Resolutions for 2015 - Dec. 22: Biggest S&P 500 Gain In Nearly 2 Years
- Dec. 15: The Oil Price Decline
- Dec. 8: The Clues Within November Jobs Report
- New Look of the Wealth Management System Dashboard
- Dec. 1: Holiday Season Kicks Off With Bang
- November Letter of the Month:
How Much Income Do You Need
In Retirement? - Nov. 25: Assertive Moves By Major Players
- Tax Planning Whitepaper
- Nov. 18: A Slow Week Ends in New Highs
- Nov. 10: Why Do We Care About Vehicle Sales?
- Nov. 3: Upside After A Turbulent Month
- October Letter of the Month:
Protecting Your Sensitive Financial Information - Oct. 20: Putting Market Corrections Into Perspective
- Oct. 13: Goal-based Investors Know Where to Focus
- Oct. 6: Gains and Growth:
Contributions to a Strong Q3 - September Letter of the Month:
Do Your Children Understand Money? - Sept. 29: Why Do These Fed Decisions Matter?
- Sept. 22: Earnings, Elections, & the End of the Year
- Sept. 15: Markets Slide Before Key Fed Meeting
- Sept. 8: Why Another Uptick in Spite of Bad News?
- Sept. 2: S&P 500 Tops 2,000 – May Slow Down
- August Letter of the Month:
Do Your Elders Need Your Help? - Aug. 25: Economists: Labor Market is Growing Less “Fluid”
- Important Family Estate Planing and Long Term Care Information
- Aug. 19: Markets Fall on Ukraine Fears,
Still End Positive - Aug. 11: Markets Fired Up
- Aug. 4: Markets Tumble on Fed Fears
- July 28: Mixed Growth Expectations Stoke Volatility
- July Letter of the Month:
5 Critical Financial Issues in Remarriages - July 21: Markets Shake Off Global Worries
- July 15: Markets Slump As Investors Wait for Earnings
- July 7: Special Quarterly Edition:
Markets End Quarter on High Note - June 30: Markets Close Mixed
- June 23: Is the Bull Market Over?
- June Letter of the Month:
Is It Actually a Good Idea to Pay Off
a Low-Interest Mortgage? - June 16: Markets End Slow Week Lower
- June 11: U.S. Economy Regains All Jobs Lost in the Recession
- June 3: Markets End May at New Highs
- May 28: Markets Rally on Housing Data
- May 19: Why Are Bond Yields So Low?
- May 12: Choppy Week Ends Mixed
- May 5: Special Update:
The Labor Market in 4 Charts - Apr. 29: Markets Retreat Amid Volatility
- April Letter of the Month:
Multi-Generational Living - Apr. 22: The Rebound
- Apr. 15: Learning From A Market Drop
- Apr. 8: Quarterly Edition: Winter Chill Causes Volatile First Quarter
- Mar. 31: Stocks Fizzle Before Quarter’s End
- Mar. 24: Markets Shake Off
Global Gloom - March Letter of the Month:
10 Ways to Avoid Common Tax Filing Errors - Mar. 17: Global Concerns Weigh on Markets
- Mar. 10: SPECIAL UPDATE: 5 Years Later…
- Mar. 3: Russia, Ukraine, Yellen,
and Your Investments - February Letter of the Month:
Putting Market Corrections Into Perspective - Feb. 24: Cold Weather Freezes Economic Data
- Feb. 18: Special Commentary On Janet Yellen
And The Federal Reserve - Feb. 11: Markets Rally To Erase Some Losses
- Feb. 3: Markets Sag On Emerging Market Currency Crisis
- Jan. 27: Rough Week. Now What?
- January Letter of the Month:
Understanding Your
Social Security Benefits - Jan. 20: Earnings Reversal Sparks Volatility
- Jan. 13: Stocks Stall on Jobs Data
- Jan. 6: Nine Common Investment Pitfalls
- 2013 Year In Review
- 2013
- Dec. 30: 2013: Good to the Last Drop?
- Tax Planning Whitepaper
- Dec. 9: Markets Snap Winning Streak by “This Much”
- Dec. 2: Markets Continue 8th Week of Rally
- November Letter of the Month:
Why Market Timing Is Risky Business - Nov. 25: Markets Red Hot or Overheated?
- Nov. 18: Markets Rally For 6th Week
- Nov. 11: Economic Data Stokes Volatility
- Nov. 4: Markets End Mixed on Earnings
- Oct. 28: The Rally Continues
- October Letter of the Month:
ACA/Obamacare Letter - Oct. 14: Upbeat Finish on Deal Hopes
- Special Update:
Shutdown and Budget Concerns - Sept. 30: Volatility, Volatility, &
More Volatility - September Letter of the Month:
Four Challenges Facing Markets This Fall - Sept. 24: Debt Ceiling Showdown
- 7 Principles of Long-Term Investing
- Sept. 16: Markets up on Syria Resolution
- Sept. 10: Markets Edgy Over Syria & Tapering
- Sept. 4: Not A Great Month For Stocks
- August Letter of the Month:
Defaults & the Muni Bond Market - Aug. 27: Markets Mixed Over Tapering Fears
- A Guide to Unfinished Business
- Aug. 20: Renewed Tapering Fears
Push Down Markets - Aug. 13: Slow Week Ends Lower
On Fed Fears - Jul. 31: A Slow and Mixed Week
- Jul. 9: June Jobs Report Sparks Rally
- 2013 Bond Alert – What Investors Should Know
- Jul. 1: Coping with Volatility
- Jun. 3: The Fed and an ‘Omen’
- May 29: Markets Drop on Fed Fears
- May 21: Economy Drives Rally Forward
- Women and Investing Guidebook
- May 13: Strong Earnings Promote New Highs
- May 6: How is the Economy Really Doing?
- Apr. 29: Slower Growth Ahead
- Apr. 22: A Difficult Week
- Boston Tragedy Letter
- Apr. 8: Rally Softens; But That May Be Healthy
- Apr. 1: Perspective on the First Quarter
- Mar. 19: Best Streak Since 96′
- Mar. 11: The Bull Charges; For Now
- What is Sequestration and How Could it Affect You?
- Feb. 25: Markets Decline Ahead of Sequestration
- Feb. 11: A Rally with Less Gusto
- Feb. 4: New Highs! Now What?
- Jan. 28: Markets Higher Despite Mixed News
- Jan. 22: Resilient Markets, Indecisive Politicians
- 2013 The Fiscal Cliff Deal
- Jan. 14: S&P 500 at 5-Yr High
- Jan. 7: And We’re Off…