At the beginning of every quarter, we publish a newsletter discussing our outlook on the state of the markets and the direction the industry is headed. This year's newsletters are listed directly below, with an archive included further down the page as well.
2nd Quarter: Shred It and Forget It benefits clients and community
1st Quarter: Regulation saturation
4th Quarter: Growth Partnership recognizes Mayer and team
1st Quarter: Breaking down the details
4th Quarter: Ride sharing
3rd Quarter: Trends that I have observed
2nd Quarter: Advisors participate in 9th annual Men Who Cook
3rd Quarter: Strategies to help make your money last
2nd Quarter: New year, new priorities
1st Quarter: Rethinking tax strategy
4th Quarter: Investment plans: male vs. female views
2nd Quarter: Look at your whole financial picture
1st Quarter: When should you retire?
4th Quarter: Build confidence with a plan
3rd Quarter: What type of investor are you?
2nd Quarter: Capitalize on market volatility