Client Connection e-Newsletters

Stay up to date on finincial news and tips with our e-Newsletter:

5-30-17 - Is preparing for the future more important than enjoying the present?

5-23-17 - How much is too much?

5-16-17 - When is a door a door?

5-9-17 - So, why are highly valued markets moving higher?

5-2-17 - What are some ways to save money?

4-25-17 - What are some ways to make your taxes less painful this year?

Q1 -2017 - Quarterly Market Review

4-18-17 - Why do shoelaces come untied?

4-11-17 - Are U.S. stock markets sending mixed signals?

4-4-17 - What is the going rate for a tooth?

3-28-17 - What are some ways to teach your children to be philanthropists?

3-21-17 - Robots in the workforce?

3-14-17 - What are the 11 tax mistakes to avoid?

3-7-17 - What are the 4 traits of the happiest retirees?

2-28-17 - It's tax season, are you prepared?

2-21-17 - What are some realistic retirement goals?

2-14-17 - Would you prefer a Valentine who is financially stable or good looking?

2-7-17 - Are you protecting yourself online?

1-31-17 - What are ways to prevent a tax audit?

1-24-17 - Are you eligible for Social Security this year?

1-17-17 - Is the post-election adrenaline rush over in the United States?

1-10-17 - Are you thinking about starting a business?

Q4 - 2016 - Quarterly Market Review

1-5-16 -What are your new year's resolutions?

12-27-16 - What are new Calif. laws?

12-20-16 - Do you need a last minute gift?

12-13-16 - Things or experiences...which is more satisfying?

12-6-16 - Where's the growth?

11-29-16 - How much wealth is there in the world?

11-15-16 - Are you ready for the turkey trot?

11-8-16 - Do presidental elections effect the stock market?

11-1-16 - Is it over yet?

10-25-16- Are you planning a road trip?

10-18-16 - How is your communication?

10-11-16 - Was it good news or wasn't it?

10-5-16 - Will the fourth quarter of 2016 be a bumpy one?

Q3 2016 - Quarterly Market Review

9-27-16 - Will the election have an impact on the stock market?

9-20-16 -So, will the Federal Reserve raise rates or won't they?

9-13-16 - What's changing in the world markets?

9-6-16 - Will it be easier to chose a health plan this fall?

8-30-16 - Why would the yield curve flatten as the Fed raises rates?

8-23-16 - Is an interest rate hike in the near future?

8-16-16 - How do you view stock market valuation?

8-9-16 - What do Abraham Lincoln, Bob Marley and Prince have in common?

8-2-16 - What are they?

7-26-16 - Are investors feeling serene?

7-19-16 - Is buying in bulk a good deal?

7-5-16 - Looking for a health fitness ap?

6-28-16 - What changes will the Brexit bring?

6-21-16 - Are you looking for wedding gift ideas?

Q2 2016 - Quarterly Market Review

6-14-16 - Are you looking for a new cell phone plan?

6-7-16 - What to travel when you retire?

 

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