Third Quarter 2023
Market review
A new phone scam to be aware of
Ideas for new skills to learn
Second Quarter 2023
Market review
Summer home maintenance
What’s happening
First Quarter 2023
Market commentary
Schwab/TD Ameritrade merger
Contribution deadline
What’s happening
Fourth Quarter 2022
2022 market commentary
2023 perspectives to consider
Last year’s market predictions
RMD and contribution changes
Valentine date ideas
Third Quarter 2022
Encouragement in hard times
Market commentary
Markets in perspective
Be healthier and live longer
Pumpkin patches in Portland area
Second Quarter 2022
Market review
Meet the “unluckiest” investor
Seven habits that lead to happiness in old age
What’s happening
Market Volatility
Thoughts to encourage
Previous periods of volatility and decline
Peace, clarity, and confidence
Time-tested wisdom
First Quarter 2022
Market commentary
Why hold bonds
How to recognize phishing/spam emails
What’s happening
Important Tax Prep Info
Planned mailing dates for tax statements
Charitable distribution rules
2021 IRA contribution rules
2021 education account contribution rules
Tips for how long to store documents
Fourth Quarter 2021
Hopeful thoughts
Market commentary
Portland business market
IRS 2022 contribution changes
What’s happening