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Weekly Market Update 1/19/2021

Weekly Market Update 1/19/2021

Weekly Market Update 01/11/2021

Weekly Market Update 01/11/2021

Quarterly Market Update Month Ending 12/31/2020

Quarterly Market Update Month Ending 12/31/2020

Weekly Market Update 01/04/2021

Weekly Market Update 01/04/2021

January Highlight: 2020 Year-End Tax Tips

January Highlight: 2020 Year-End Tax Tips

Weekly Market Update 12/21/2020

Weekly Market Update 12/21/2020

Weekly Market Update 12/14/20

Weekly Market Update 12/14/20

Weekly Market Update 12/7/2020

Weekly Market Update 12/7/2020

Market Update for Month Ending 11/30/2020

Market Update for Month Ending 11/30/2020

Weekly Market Update 11/30/2020

Weekly Market Update 11/30/2020

December 2020 Highlight: IRA and Retirement Plan Limit for 2021

December 2020 Highlight: IRA and Retirement Plan Limit for 2021

Weekly Market Update 11/16/2020

Weekly Market Update 11/16/2020

Weekly Market Update 11/9/2020

Weekly Market Update 11/9/2020

Market Update for Month Ending 10/31/20

Market Update for Month Ending 10/31/20

Quarterly Market Update, Month Ending 9/30/2020

Quarterly Market Update, Month Ending 9/30/2020

Weekly Market Update 10/5/2020

Weekly Market Update 10/5/2020

Weekly Market Update 11/2/2020

Weekly Market Update 11/2/2020

Weekly Market Update 10/26/2020

Weekly Market Update 10/26/2020

Weekly Market Update 10/19/2020

Weekly Market Update 10/19/2020

Weekly Market Update 10/12/2020

Weekly Market Update 10/12/2020

Weekly Market Update 9/28/2020

Weekly Market Update 9/28/2020

October Highlight: Student Loan Relief Extended Throughout End of Year

October Highlight: Student Loan Relief Extended Throughout End of Year

Weekly Market Update 9/21/2020

Weekly Market Update 9/21/2020

Weekly Market Update 9/14/2020

Weekly Market Update 9/14/2020

Weekly Market Update 9/8/2020

Weekly Market Update 9/8/2020

Market Update Month Ending 8/31/2020

Market Update Month Ending 8/31/2020

Weekly Market Update 08/31/2020

Weekly Market Update 08/31/2020

Weekly Market Update 8/24/2020

Weekly Market Update 8/24/2020

Weekly Market Update 8/17/2020

Weekly Market Update 8/17/2020

Weekly Market Update 8/10/2020

Weekly Market Update 8/10/2020

Market Update Month ending July 31, 2020

Market Update Month ending July 31, 2020

Weekly Market Update 8/3/2020

Weekly Market Update 8/3/2020

Weekly Market Update 7/27/2020

Weekly Market Update 7/27/2020

Weekly Market Update 7/20/2020

Weekly Market Update 7/20/2020

Weekly Market Update 7/13/2020

Weekly Market Update 7/13/2020

Weekly Market Update 7/06/2020

Weekly Market Update 7/06/2020

Quarterly Market Update 05/30/2020

Quarterly Market Update 05/30/2020

Weekly Market Update 05/29/2020

Weekly Market Update 05/29/2020

July Highlight: Retiree Confidence Drops, As Some Workers Worry

July Highlight: Retiree Confidence Drops, As Some Workers Worry

Weekly Market Update 6/22/20

Weekly Market Update 6/22/20

Weekly Market Update 6/15/2020

Weekly Market Update 6/15/2020

Weekly Market Update 6/8/2020

Weekly Market Update 6/8/2020

Market Update Month Ending May 31, 2020

Market Update Month Ending May 31, 2020

June Highlight: 2019 IRA Contribution Deadline Extended

June Highlight: 2019 IRA Contribution Deadline Extended

Weekly Market Update 6/1/2020

Weekly Market Update 6/1/2020

Market Update 5/26/2020

Market Update 5/26/2020

Weekly Market Update 5/18/2020

Weekly Market Update 5/18/2020

Weekly Market Update 5/11/20

Weekly Market Update 5/11/20

May 2020 Highlight: Financial Planning: Helping You See the Big Picture

May 2020 Highlight: Financial Planning: Helping You See the Big Picture

Weekly Market Update 5/04/2020

Weekly Market Update 5/04/2020

Weekly Market Update 4/27/2020

Weekly Market Update 4/27/2020

Weekly Market Update 4/20/2020

Weekly Market Update 4/20/2020

Weekly Market Update 4/13/2020

Weekly Market Update 4/13/2020

Weekly Market Update 04/06/2020

Weekly Market Update 04/06/2020

Quarterly Market Update 3/31/2020

Quarterly Market Update 3/31/2020

Weekly Market Update 3/30/2020

Weekly Market Update 3/30/2020

Weekly Market Update 3/23/2020

Weekly Market Update 3/23/2020

Weekly Market Update 3/16/2020

Weekly Market Update 3/16/2020

March 2020 Highlight: Eleven ways to Help Yourself Stay Sane in a Crazy Market

March 2020 Highlight: Eleven ways to Help Yourself Stay Sane in a Crazy Market

Weekly Market Update 3/9/2020

Weekly Market Update 3/9/2020

Market Update Month Ending 02/29/2020

Market Update Month Ending 02/29/2020

Weekly Market Update 02/24/2020

Weekly Market Update 02/24/2020

Weekly Market Update 3/2/2020

Weekly Market Update 3/2/2020

Weekly Market Update 2/18/2020

Weekly Market Update 2/18/2020

Market Update Month Ending 1/31/2020

Market Update Month Ending 1/31/2020

Weekly Market Update 2/03/2020

Weekly Market Update 2/03/2020

February Highlight: Reaching retirement: Now What?

February Highlight: Reaching retirement: Now What?

Weekly Market Update 1/27/2020

Weekly Market Update 1/27/2020

Weekly Market Update 1/21/2020

Weekly Market Update 1/21/2020

Weekly Market Update 1/13/2020

Weekly Market Update 1/13/2020

Quarterly Market Update 12/31/2019

Quarterly Market Update 12/31/2019

Weekly Market Update 1/6/2020

Weekly Market Update 1/6/2020

Weekly Market Update 12/23/2019

Weekly Market Update 12/23/2019

Weekly Market Update 12/30/2019

Weekly Market Update 12/30/2019

January Highlight: Understanding the Net Investment Income Tax

January Highlight: Understanding the Net Investment Income Tax

Weekly Market Update 12/16/19

Weekly Market Update 12/16/19

Weekly Market Update 12/2/2019

Weekly Market Update 12/2/2019

Weekly Market Update 12/9/2019

Weekly Market Update 12/9/2019

Month Ending Market Update 11/30/2019

Month Ending Market Update 11/30/2019

December Highlight: 2019 Year-End Tax Planning Basics

December Highlight: 2019 Year-End Tax Planning Basics

Weekly Market Update 11/25/2019

Weekly Market Update 11/25/2019

Weekly Market Update 11/18/19

Weekly Market Update 11/18/19

Weekly Market Update 11/11/19

Weekly Market Update 11/11/19

Weekly Market Update 11/4/19

Weekly Market Update 11/4/19

November Highlight: Robo Advisors Have Arrived, But Life Often Calls for a Human Touch

November Highlight: Robo Advisors Have Arrived, But Life Often Calls for a Human Touch

Weekly Market Update 10/28/2019

Weekly Market Update 10/28/2019

Weekly Market Update 10/14/2019

Weekly Market Update 10/14/2019

Weekly Market Update 10/7/2019

Weekly Market Update 10/7/2019

Quarterly Market Update Ending 9/30/2019

Quarterly Market Update Ending 9/30/2019

October Highlight: Deciding When to Retire

October Highlight: Deciding When to Retire

Weekly Market Update 9/30/2019

Weekly Market Update 9/30/2019

Weekly Market Update 9/23/2019

Weekly Market Update 9/23/2019

Weekly Market Update 9/16/19

Weekly Market Update 9/16/19

Month Ending Market Update 8/31/2019

Month Ending Market Update 8/31/2019

Weekly Market Update 09/03/2019

Weekly Market Update 09/03/2019

September Highlight: Pet Trusts

September Highlight: Pet Trusts

Weekly Market Update 8/26/19

Weekly Market Update 8/26/19

Weekly Market Update 8/19/2019

Weekly Market Update 8/19/2019

Weekly Market Update 8/12/2019

Weekly Market Update 8/12/2019

Month Ending Market Update 7/31/2019

Month Ending Market Update 7/31/2019

Weekly Market Update 8/5/19

Weekly Market Update 8/5/19

August Highlight: Advanced Estate Planning Concepts for Women

August Highlight: Advanced Estate Planning Concepts for Women

Weekly Market Update 7/29/2019

Weekly Market Update 7/29/2019

Weekly Market Update 7/22/19

Weekly Market Update 7/22/19

Weekly Market Update 7/15/19

Weekly Market Update 7/15/19

Weekly Market Update 7/8/19

Weekly Market Update 7/8/19

Quarterly Market Update 6/30/19

Quarterly Market Update 6/30/19

July Highlight: Have You Checked Your Retirement Plan Lately?

July Highlight: Have You Checked Your Retirement Plan Lately?

Weekly Market Update 7/1/2019

Weekly Market Update 7/1/2019

Weekly Market Update 6/24/2019

Weekly Market Update 6/24/2019

Weekly Market Update 6/17/2019

Weekly Market Update 6/17/2019

Weekly Market Update 6/10/19

Weekly Market Update 6/10/19

Monthly Market Update 5/31/2019

Monthly Market Update 5/31/2019

Weekly Market Update 06/03/2019

Weekly Market Update 06/03/2019

Weekly Market Update 5/28/19

Weekly Market Update 5/28/19

Weekly Market Update 5/20/19

Weekly Market Update 5/20/19

Weekly Market Update 5/13/2019

Weekly Market Update 5/13/2019

Weekly Market Update 5/6/2019

Weekly Market Update 5/6/2019

May Highlight: Annuities and Retirement Planning

May Highlight: Annuities and Retirement Planning

Market Update Month Ending 4/30/19

Market Update Month Ending 4/30/19

Weekly Market Update 4/29/2019

Weekly Market Update 4/29/2019

Weekly Market Update 04/22/2019

Weekly Market Update 04/22/2019

Weekly Market Update 4/15/19

Weekly Market Update 4/15/19

Weekly Market Update 4/8/19

Weekly Market Update 4/8/19

Quarterly Market Update 3/21/2019

Quarterly Market Update 3/21/2019

Weekly Market Update 4/1/19

Weekly Market Update 4/1/19

April Highlight: Growth vs. Value: Whats the Difference?

April Highlight: Growth vs. Value: Whats the Difference?

Weekly Market Update 3/25/19

Weekly Market Update 3/25/19

Weekly Market Update 3/18/2019

Weekly Market Update 3/18/2019

Weekly Market Update 3/11/19

Weekly Market Update 3/11/19

Market Update Month Ending 2/28/2019

Market Update Month Ending 2/28/2019

March Highlight: Women and Money: Taking Control of your Finances

March Highlight: Women and Money: Taking Control of your Finances

Weekly Market Update 3/4/19

Weekly Market Update 3/4/19

Weekly Market Update

Weekly Market Update

Weekly Market Update 2/11/2019

Weekly Market Update 2/11/2019

Market Update Month Ending  1/31/19

Market Update Month Ending 1/31/19

Weekly Market Update 2/4/2019

Weekly Market Update 2/4/2019

February Highlight: Am I Having Enough Withheld?

February Highlight: Am I Having Enough Withheld?

Weekly Market Update 1/22/19

Weekly Market Update 1/22/19

Weekly Market Update 1/14/19

Weekly Market Update 1/14/19

Weekly Market Update 1/7/19

Weekly Market Update 1/7/19

Quarterly Market Update December 31, 2018

Quarterly Market Update December 31, 2018

January Highlight: Taxation Investments

January Highlight: Taxation Investments

Weekly Market Update 12/17/2018

Weekly Market Update 12/17/2018

Weekly Market Update 12/10/2018

Weekly Market Update 12/10/2018

Market Update Month ending 11/30/2018

Market Update Month ending 11/30/2018

Weekly Market Update 12/03/2018

Weekly Market Update 12/03/2018

Checklist for Year-End Tax Planning

Checklist for Year-End Tax Planning

Weekly Market Update 11/26/2018

Weekly Market Update 11/26/2018

Weekly Market Update 11/19/18

Weekly Market Update 11/19/18

Weekly Market Update 11/12/2018

Weekly Market Update 11/12/2018

Market Update Month Ending October 31, 2018

Market Update Month Ending October 31, 2018

Weekly Market Update 11/05/2018

Weekly Market Update 11/05/2018

Weekly Market Update 10/29/2018

Weekly Market Update 10/29/2018

November 2018 Highlight

November 2018 Highlight

Weekly Market Update 10/15/2018

Weekly Market Update 10/15/2018

Weekly Market Update 10/8/2018

Weekly Market Update 10/8/2018

Market Update for the Quarter ending September 30, 2018

Market Update for the Quarter ending September 30, 2018

Weekly Market Update 10/1/2018

Weekly Market Update 10/1/2018

October 2018 Highlight

October 2018 Highlight

Weekly Market Update 09/24/2018

Weekly Market Update 09/24/2018

Weekly Market Update 9/17/2018

Weekly Market Update 9/17/2018

Market Update Month Ending 08/31/18

Market Update Month Ending 08/31/18

Weekly Market Update 8/13/2018

Weekly Market Update 8/13/2018

Market Update Month Ending July 31, 2018

Market Update Month Ending July 31, 2018

Weekly Market Update 8/06/2018

Weekly Market Update 8/06/2018

August Highlight

August Highlight

Weekly Market Update 7/23/2018

Weekly Market Update 7/23/2018

Weekly Market Update 7/17/2018

Weekly Market Update 7/17/2018

Weekly Market Update 7/9/2018

Weekly Market Update 7/9/2018

Weekly Market Update, 07/02/2018

Weekly Market Update, 07/02/2018

July – Retirement Plans for Small Businesses

July – Retirement Plans for Small Businesses

Weekly Market Update June 25, 2018

Weekly Market Update June 25, 2018

Weekly Update Ending June 18, 2018

Weekly Update Ending June 18, 2018

Weekly market Update 06/11/2018

Weekly market Update 06/11/2018

Market Update Ending May 31, 2018

Market Update Ending May 31, 2018

Weekly Market Update: June 4, 2018

Weekly Market Update: June 4, 2018

Weekly Market Update: 05/29/2018

Weekly Market Update: 05/29/2018

Tips for Choosing an Investment Advisor for your Nonprofit

Tips for Choosing an Investment Advisor for your Nonprofit

Nonprofit Boards: New Challenges and responsibilities

Nonprofit Boards: New Challenges and responsibilities

Weekly Market Update: 05/21/2018

Weekly Market Update: 05/21/2018

Weekly Update: May 14, 2018

Weekly Update: May 14, 2018

Weekly Market Update 05/07/2018

Weekly Market Update 05/07/2018

Market Update for Month Ending 04/30/2018

Market Update for Month Ending 04/30/2018

Weekly Market Update 04/30/2018

Weekly Market Update 04/30/2018

Charitable giving

Charitable giving

Trust Basics

Trust Basics

Weekly Market Update: April 16, 2018

Weekly Market Update: April 16, 2018

Weekly Market Update: 04/09/2018

Weekly Market Update: 04/09/2018

Market Update: Quarter Ending 04/31/2018

Market Update: Quarter Ending 04/31/2018

Weekly Market Update 4/2/2018

Weekly Market Update 4/2/2018

April: Five Money Tips: Managing your Credit Cards 3

April: Five Money Tips: Managing your Credit Cards 3

April: All About Credit Score1

April: How to Create a Personal Financial Statement 2

April: How to Create a Personal Financial Statement 2

Weekly Market Update 3/19/2018

Weekly Market Update 3/19/2018

February Market Update – News Letter from Fred Burgess

February Market Update – News Letter from Fred Burgess

March: Financial Planning: Helping you see the big picture

March: Financial Planning: Helping you see the big picture

February: Do you love your loved-ones? Have you made your Will?

January Tax Scams

January Tax Scams

December Double Feature: PART 1: Charitable Donations

December Double Feature: PART 1: Charitable Donations

December Double Feature: PART 2: Holiday Scams

December Double Feature: PART 2: Holiday Scams

November Budget

November Budget

October – Disaster and emergency Planning

October – Disaster and emergency Planning

September – Count Down to Retirement

September – Count Down to Retirement

August Spotlight

August Spotlight