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FAN Bulletin

We consistently provide relevant up-to-date information.

We send out valuable quarterly newsletters, tax reports, relevant articles and info on our upcoming events and seminars. Regular communication is one of the important ways we keep our clients updated on the latest market research findings and changing laws. The FAN Bulletin is where you can find the various pieces that go out to our clients, family, friends, alumni and guests that sign up for our newsletter. To join our newsletter, click the “Sign Up” button at the top-right of our website.


Thur, Aug 17, 2017: Your Financial Life: A Month-by-Month Guide

Every year, millions of Americans resolve to get their financial house in order. Then, as the year slips away, so do their good intentions. Sound familiar? If so, don’t give up. Maybe you just need a different approach...

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Tue, Jun 20, 2017: The Potential Benefits of Working with a Financial Advisor

No matter what your level of investment experience or sophistication, you may benefit from developing a relationship with a financial advisor. Why? Because a...

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Tue, May 23, 2017: Company stock in your 401(k)? What Retirement Investors Need to Know

Owning company stock in your employer-sponsored retirement plan is not necessarily a bad thing. Company stock can potentially help employees...

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Thur, May 4, 2017: 1st Quarter Newsletter

The first quarter of 2017 was a confusing but healthy one for
investors. Led by the technology sector, which did very little after the election, equities started the year with very strong...

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Mon, Apr 3, 2017: Tax Planning: A Critical Factor When Investing in Retirement

Managing taxes for maximum benefit in retirement requires careful planning. You'll need to consider the tax implications of different investments. You'll also want to think through how you make...

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Fri, Feb 17, 2017: Understanding Common Market Benchmarks

The dictionary defines the word benchmark as "a point of reference from which measurements may be made." In investing, benchmarks--or market indexes--are used by investors, portfolio managers and market watchers to...

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Mon, Feb 6, 2017: 4th Quarter Newsletter

For many investors, 2016 was a year of surprises. When viewing the final results of equity returns in 2016, they do not reflect the year’s wild ride for both equity and bond investors. In the final quarter of the year, stocks surged, continuing...

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Wed, Jan 25, 2017: Welcome to 2017!

This year, a theme you will hear from our office is that
we are having a “Growth Initiative.” For 2017, we
would like to offer our services to several other clients
like...

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Thur, Dec 1, 2016: Year-end Tax Report

One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. On November 8, voters...

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Tues, Nov 15, 2016: 3rd Quarter Newsletter

The third quarter of 2016 was very confusing for investors. Investors were served a variety of economic and financial turmoil amid a backdrop of confusing political concerns but the bull market still continued to...

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Thur, Aug 18, 2016: Getting Kids & Grandkids Involved in College Planning

Getting kids and grandkids involved in college planning may be an excellent way to teach responsibility to young people - a lesson that could reap benefits well beyond...

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Thur, Jul 28, 2016: Keep the Role of Social Security in Perspective

If you're counting on Social Security to provide you with a secure retirement, think again. Social Security benefits currently account for just over a third of the income of Americans 65 or older...

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Thur, July 21, 2016: 2nd Quarter Newsletter

This year has been a very inconsistent one for investors and it's only half over. Although recent events in the United Kingdom have dominated recent headlines, it was not that long ago when big global...

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Thur, Jun 16, 2016: Trust Beneficiaries - Be Informed About the Basics

If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may...

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Thur, Jun 2, 2016: Is Your Estate Plan Arranged So Your Family Can Rest in Peace?

When it comes to financial planning, many people overlook the critical aspect of planning for their estate when they pass away. Over half of Americans don’t have the basic documents that...

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Fri, Apr 22, 2016: 1st Quarter Newsletter

Matthew Henry, an English author who lived in the 1600's, is credited with saying, "After a storm comes a calm." Perhaps that best describes the first three months of 2016. Investors experienced an unusually volatile first quarter...

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Thur, Mar 17, 2016: Custodial and Backdoor Roth IRAs

Many people think they can hold off saving for retirement at younger ages and make up the difference later. Savvy investors know this can be a costly mistake. Waiting too long to start saving...

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Mon, Feb 29, 2016: FAN Special Tax Report

Tax season has arrived - again. That means that it's now time to finish and file your tax returns for 2015. The year 2015 did not generate major tax law changes. With 2016 being a presidential election year many experts are expecting...

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Mon, Feb 22, 2016: Make a Plan for Withdrawing Retirement Assets

You've worked long and hard to accumulate the assets that you are using to help finance your retirement. Exactly how you withdraw assets from various accounts will affect your...

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Fri, Jan 8, 2016: Welcome to 2016!

The year 2015 started strong for investors, but in August took a quick downward turn. Investors whose risk tolerances and portfolios included equities saw moderate to low returns.


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Mon, Nov 23, 2015: Year-end Tax Report

One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction...

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Wed, Nov 25, 2015: Bipartisan Budget Act of 2015 and its Impact on SS

On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015. This legislation was needed to avoid an impending default on U.S. debt as it raises the...

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Thur, Jan 28, 2016: 4th Quarter Newsletter

When the final day of trading closed on New Year's Eve, the US stock market finished a disappointing year for investors. 2015 began with, there was limited, if any, joy by...


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Fri, Aug 14, 2015: Newfound Wealth - Thinking Through the Options

Whether you are the recipient of an inheritance, a windfall or a bonus, new wealth brings with it new issues. This checklist can help you identify common...

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NEW Contact Page FINALFri, Jul 24, 2015: Planning for the Changing Phases of Retirement

Today many Americans plan for a retirement of up to 20 years, yet in reality, your retirement may last much longer. Believe it or not, living nearly a century may...

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graphs and chartsFri, Jun 26, 2015: History Shows, Time in the Market Beats Market Timing

Sports commentators often predict the big winners at the start of a season, only to see their forecasts fade away as their chosen teams lose. Similarly, market timers often try to predict...

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Employee Perks: What’s Required and What’s Not

The statement “people are a company’s greatest asset” is taking on new meaning: As the nation’s 76 million baby boomers continue to exit the workforce, savvy business owners should have plans in place to prepare for...

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NEW Contact Page FINALDoing Good When Doing Well: Philanthropy and the Affluent Family

Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many...

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NEW Contact Page FINALAsset Allocation: Tips for Tending to Your Portfolio Mix

In today’s complex financial markets, you have a seemingly infinite array of investment vehicles from which to select. Each investment also carries some risk, making it important to choose wisely if you are selecting just one. The good news is that there...

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NEW Contact Page FINALFri, Aug 7, 2015: Should Your Mortgage Be Paid Off Before Retirement?

As you near retirement, there are many things to worry about, for example running out of money, rising health care costs and nursing home care. Another issue to consider is “where do I live during retirement?” According to an AARP study, most people...

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