Archive for the 'Newsletters' Category

1st Quarter 2017

Posted on April 25th, 2017 · Posted in Newsletters

The Fiduciary Rule First off, helping people with their financial affairs as a fiduciary is nothing new.  It simply means… read more

4th Quarter 2016

Posted on January 25th, 2017 · Posted in Newsletters

Ah, but I was so much older then, I’m younger than that now – Bob Dylan, “My Back Pages”, 1964… read more

3rd Quarter 2016

Posted on October 25th, 2016 · Posted in Newsletters

 Our approach to cross-sell is needs-based as some customers will benefit from more products, and some may need fewer. —… read more

2nd Quarter 2016

Posted on July 25th, 2016 · Posted in Newsletters

Should I Stay or Should I Go The English band The Clash had no idea in 1981 how prescient the… read more

1st Quarter 2016

Posted on April 25th, 2016 · Posted in Newsletters

The first quarter of this year was one of unexpected outcomes on several fronts in financial markets.  Despite the overwhelming… read more

4th Quarter 2015

Posted on January 25th, 2016 · Posted in Newsletters

There was plenty to worry about in the past year as well as the opening of 2016.  It is easy… read more

3rd Quarter 2015

Posted on October 25th, 2015 · Posted in Newsletters

It’s deja vu all over again. – Yogi Berra As we look back at the third quarter of 2015 and… read more

2nd Quarter 2015

Posted on July 25th, 2015 · Posted in Newsletters

In our 2011 year end newsletter, we focused on the unfolding Greek tragedy that now appears to be in its… read more

1st Quarter 2015

Posted on April 25th, 2015 · Posted in Newsletters

To improve is to change; to be perfect is to change often. – Winston S. Churchill In the spirit of Churchill,… read more

4th Quarter 2014

Posted on January 25th, 2015 · Posted in Newsletters

In this quarter’s missive, we explore the cost of taking oil out of the ground and the cost of taking… read more

Email to a friend
Like & Share
Follow & Share
Subscribe
Print