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Our blog is where you can find tips and information that we hope will be both timely and helpful.  If you ever want to discuss a topic in more detail, we welcome you to call our office - we would be happy to chat with you!  

 

Friday, November 2, 2018

Please click the provided link to enjoy our November Newsletter > November 2018 Newsletter

 

Friday, October 19, 2018

Follow the link to see our October 2018 401k Newsletter: October 2018 401k Newsletter

 

Friday, October 5, 2018

Please click the provided link to enjoy our September Newsletter > October 2018 Newsletter

 

Friday, September 7, 2018

Please click the provided link to enjoy our September Newsletter >> September 2018 Newsletter

 

Tuesday, August 7, 2018

Please click the provided link to enjoy our August Newsletter >>> August 2018 Newsletter

 

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Thursday, July 12, 2018

Please click the provided link to enjoy our June Newsletter >>>July 2018 Newsletter

 

Wednesday, June 6, 2018

Please click the provided link to enjoy our June Newsletter >>> June 2018

 

Friday, May 4, 2018

Please click the provided link to enjoy our May Newsletter >>> May 2018

 

Wednesday, April 18, 2018

Please click the provided link to view our Spring 401k Newsletter >>> Spring 2018 401k

 

Friday, April 6, 2018

Please click the provided link to enjoy our April Newsletter >>> April 2018

 

Wednesday, March 7, 2018

Please click the provided link to enjoy our March Newsletter >>> March 2018

 

Wednesday, February 7, 2018

Please click the provided link to enjoy our February Newsletter >>> February 2018

 

Wednesday, January 24, 2018

Please click the provided link to view our Winter 2018 401k Newsletter >> Winter 2018 401k Newsletter

 

Friday, January 19, 2018

Please click the provided link to enjoy our November Newsletter >>> January 2018

 

Thursday, December 7, 2017

Please click the provided link to enjoy our November Newsletter >>> December 2017

 

Monday, November 6, 2017

Please click the provided link to enjoy our October Newsletter >>> November 2017

 

Tuesday, October 10, 2017

Please click the attached link to view our October 2017 401k Newsletter >> October 2017 Quarterly 401k Newsletter

 

Friday, October 6, 2017

Please click the provided link to enjoy our October Newsletter >> October 2017

 

Friday, September 8, 2017

Please click the provided link to enjoy our September Newsletter >>September 2017

 

Monday, August 7, 2017

Please click the provided link to enjoy our August Newsletter >>August 2017 Newsletter

 

Monday, July 17, 2017

Click this link to view our >>> July 2017 Market Newsletter Happy 4th of July!!

 

Thursday, June 1, 2017

Perhaps your financial picture is very sound. You think it is unlikely you will run out of money. If you are in this situation, you may want to consider how to pass more tax effective assets to the next generation or even the one...

 

Friday, May 12, 2017

PLease click our link below to the May 2017 Market commentary PDF: May 2017 Market Commentary

 

Tuesday, May 2, 2017

For this edition of our financial need-to-know article, we wanted to educate you on a common misconception that comes up with our doctor clients. It's often said that doctors, due to their income, cannot use Roth IRA. However,...

 

Friday, April 21, 2017

We’ve all known about diversification since we were preschoolers. Our parents taught us: “don’t put all your eggs in one basket.” But why? Quite simply, you wouldn’t want to lose all your eggs if that one...

 

Monday, January 23, 2017

Do you remember when you were a kid and you would get candy or cookies from a grandparent and you didn't want your siblings or cousins to take what you had been given? You worked so hard for that prize and it was yours. Did you wish...

 

Tuesday, December 13, 2016

Travis Flandermeyer, MBA and Phil Messuri, MS, CFP®, of The Doctor’s Financial Resource understand the acute pressures doctors in our state face today—chief among them the demanding schedules faced on a daily basis....