Our Newsletters

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.

2021 Newsletters

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1st Quarter: On bad investments

4th Quarter: Grateful thoughts

3rd Quarter: A gift that keeps on giving

2nd Quarter: Expanding horizons through travel

1st Quarter: Undervalued global markets offer opportunity to investors

4th Quarter: Getting to know our teammates better, part 2

3rd Quarter: Getting to know our teammates better, part 1

2nd Quarter: Insight from our newest team members

1st Quarter: Support for clients leads to industry recognition

4th Quarter: Assessing the future of democracy

3rd Quarter: VanDusen Paolo bring experience, insights to clients

2nd Quarter: Shred It and Forget It benefits clients and community

1st Quarter: Regulation saturation 

4th Quarter: Growth Partnership recognizes Mayer and team

3rd Quarter: How much should a senator make?

2nd Quarter: Shred It and Forget It serves the community

1st Quarter: Breaking down the details 

2015

4th Quarter: Ride sharing

3rd Quarter: Trends that I have observed

2nd Quarter: Advisors participate in 9th annual Men Who Cook

2014

3rd Quarter: Strategies to help make your money last

2nd Quarter: New year, new priorities

1st Quarter: Rethinking tax strategy

2013

4th Quarter: Investment plans: male vs. female views

2nd Quarter: Look at your whole financial picture

1st Quarter: When should you retire?

2012

4th Quarter: Build confidence with a plan

3rd Quarter: What type of investor are you?

2nd Quarter: Capitalize on market volatility 

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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