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
Third Quarter 2021
Market commentary
Expectations and income
What’s happening
Beauty out of the Darkness
Mental health awareness
Out of the Darkness poem
10 ways to take care of your mental health
Importance of your attention
Some good news
What’s happening
Second Quarter 2021
Market review
Timing the sale of your home
Gas tax history
What’s happening