Monthly Investment Newsletters

First Quarter 2022 Financial Planning & Investment Newsletter| Will Value Stocks Beat Growth Stocks in 2022?| Get Organized: Your Accountant Will Thank You!| and more!

Financial Planning & Investing Newsletter December 2021 | 2021 Investment Returns Review| Charitable Donations & Contributions [Video]

Financial Planning & Investing Newsletter November 2021 | Testing Our Thesis: Will Higher Inflation Eventually Hurt Stock Prices?| Sustainable Action International

Financial Planning & Investing Newsletter October 2021 | Giving Back: A Better Life For Kids | Estate Planning Documents:What Are They?| Other Articles & Videos|

Financial Planning & Investing Newsletter September 2021 | Can the Fed Ever Normalize Policy Again | Other Articles & Videos

Financial Planning & Investing Newsletter August 2021 | Mid Year Review of the Investment Landscape | Other Articles & Videos