Newsletters
May 2026 Newsletter | Market Timing
“In the business world, the rearview mirror is always clearer than the windshield,” said Warren Buffett
So, stay focused on the strategy we created. Enjoy the longer days leading up to summer.
April 2026 Newsletter | keeping An Eye on Mortgages
For some, a primary home can be their largest asset. Recent stats show that 20 percent of home borrowers now have mortgages with an interest rate over 6 percent, indicating they have purchased or refinanced in the past year.
March 2026 Newsletter | Apply for Medicare Early
When it comes to your health, Medicare may be an important part of your retirment strategy.
February 2026 Newsletter | Roth IRA Limits
Reminder: The 2026 Roth IRA maximum contribution is $7,500 for those under age 50, and $8,600 for those age 50 and over.
January 2026 Newsletter | Purpose of a retirement strategy
It’s about getting where you want, when you want.
December 2025 Newsletter | Roth IRA Limits Increase
The 2026 Roth IRA maximum contribution is projected to be $7,500 for those under age 50, and $8,600 for those age 50 and over.
November 2025 Newsletter | Short-term interest rates lowered
So, while you may see a few benefits in the short term, more opportunities may present themselves in the longer term.
October 2025 Newsletter | Have you ever wondered if it makes sense to “pay some taxes now to save on taxes later”?
Why Now Might Be the Right Time for a Roth Conversion
September 2025 Newsletter | Fall Market Outlook
As we move into the final quarter of 2025, here are a few key themes we're watching: Federal Reserve Policy, Corporate Earnings, Global Economy
August 2025 Newsletter | While no one can predict short-term movements, staying invested and taking a long-term approach remains key.
July 2025 Newsletter | The Roth IRA offers a unique combination of tax advantages and flexibility,
making it an excellent choice for young savers.
Tax Free Growth, Penalty-free withdrawals of contributions, Early withdrawals of earnings.
June 2025 Newsletter | If you're holding onto excess cash, it may be time to consider alternatives that offer a better yield.
May 2025 Newsletter | Tracking inflation is like herding cats.
Who's right on inflation? Fed, Shoppers, or Investors
April 2025 Newsletter | Waiting until full retirement age ensures you receive 100% of the benefits you've earned.
When was the last time you thought about or adjusted your withholding?
March 2025 Newsletter | "Be fearful when others are greedy and greedy when others are fearful"
While stock prices were hitting all-time highs in early February, individual investors had become increasingly bearish.
February 2025 Newsletter | "A goal without a plan is just a wish" and "Investing without a strategy is just a dream"
If you've noticed your morning brew getting pricier lately, you're not imagining things. Coffee prices have surged to their highest levels since 1977.
January 2025 Newsletter | Social Security Increase
Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025 according to the Social Security Administration.
December 2024 Newsletter | Still time to make 2024 contributions!
The Internal Revenue Service has released new limits for the coming year.