Client Newsletter

CLIENT NEWSLETTER 3Q16

THIRD QUARTER 2016 NEWSLETTER

Our THIRD Quarter 2016 Newsletter is now available online at the link below. Inside you will find information on services that can help organize your financial affairs, including:

  • Politics and Investing Don’t Always Mix
  • Tax Strategies for a Windfall Year
  • Meet the Team – Najda Porcic
  • Investing is Nothing Like Buying a New Car
  • Building a Culture of Financial Confidence
  • IRA CONTRIBUTIONS DEADLINE
  • Quotes on Money, Work and Humor

Download our quarterly newsletter here.

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