June 2012 Newsletter

June 2012 Newsletter

This month’s newsletter begins with an article on a topic that I deal with regularly – regulation. While proposed changes won’t impact our relationship with our clients, we believe they would be a negative for the investment public as a whole and the...

May 2012 Newsletter

One of the biggest concerns for those near retirement is healthcare costs. While Medicare is reasonably comprehensive, understanding what it covers and how much it costs is critical in trying to formulate a retirement budget. The initial article below is the first in...

December 2010 Newsletter

Yet another year is just about in the books. For those of us in the wealth management industry, it’s tough to find serious fault with 2010. Potential threats that could have derailed the recovery failed to materialize, and with just a few days left in the year,...