fan bulletin

We consistently provide relevant up-to-date information.

We send out valuable quarterly newsletters, tax reports, relevant articles, and event invites. Regular communication is one of the 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, 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.

Latest Bulletin Posts

June 17, 2025

Five Strategies To Improve Your Investing

There are numerous investment philosophies, but at the end of the day, almost all investors have a common goal – to have their money work for them and increase their assets.

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June 17, 2025

How to Prepare For a Recession

For the last several months, talk of a recession has been making news headlines.

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June 17, 2025

Q2 Newsletter

The second quarter of 2023 tested even the most seasoned of investors.

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June 17, 2025

Q3 Newsletter

Historically, the third quarter is the worst quarter of the year in equity markets. 2023’s third quarter followed that trend.

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June 17, 2025

Year-End Tax Report

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.

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June 17, 2025

The Federal Reserve & Interest Rates

The Federal Reserve left interest rates unchanged at their meeting on November 1st.

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June 17, 2025

Welcome 2024

Overall, 2023 was a good year for investors.

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June 17, 2025

Q1 Tax Report

Tax planning should always be a key focus when reviewing your personal financial situation.

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June 17, 2025

Proactive Planning for Upcoming Sunset of State Tax Law Changes

Communication and planning have always been essential when attempting to transfer wealth efficiently.

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June 17, 2025

Q1 Newsletter

The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward.

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June 17, 2025

Using Traditional & Roth IRAs as Strategies for Building Your Retirement in 2024

Everyone saving for retirement knows being proactive is very important.

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June 17, 2025

Common Investing Mistakes to Avoid

Whether someone has $50,000 or $5,000,000 to invest, there are several investment pitfalls that any investor can fall into.

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June 17, 2025

2nd Quarter Newsletter

Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates.

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June 17, 2025

Politics & Investing

It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments.

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June 17, 2025

Welcome to 2025!

The year 2024 was filled with many significant events, but overall, it proved to be a good year for investors. Both interest and inflation rates started to fall, and while recession worries persisted, investors still enjoyed strong positive returns as major indexes reached multiple new highs.

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June 17, 2025

3rd Quarter Newsletter

If you heard that the war in Ukraine would continue, unrest would heighten in the Middle East, a former President would be shot during a contentious Presidential election season, and the Federal deficit would reach an all-time high, you might think that the equity market would struggle.

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June 17, 2025

Year-end Tax Report

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component to helping our clients benefit from potential tax reduction strategies.

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