When we have something to say we send out a free e-Newsletter to clients, professionals in related fields, and others who have expressed an interest in financial literacy issues. Usually the e-Newsletter involves a lesson to be learned from a recent news event or client interaction. Sometimes we use it to announce an upcoming event. You can subscribe to the e-Newsletter by clicking in the box above, and you can view past e-Newsletters by clicking on the titles below.

Sudden Wealth   May 2012

Does Past Performance Matter?   February 2012

Financial Advisor Fees Revealed   July 2011

History Rhymes   April 2011

Estate Planning for Your Pets  October 2010

What Do You Get When You Cross a Roth Conversion With a Donor Advised Fund?   May 2010

To Roth or Not to Roth, That is the Question   Dec 2009

Avoiding Your Own Private "Death Panel"   Aug 2009

A Better Financial Legacy  June 2009

Wondering What To Do Now?   Mar 2009

Protecting Yourself From Charles Ponzi   Dec 2008

Holiday Hope & Perspective   Dec 2008

A Lack of Leadership   Sept 2008

The IndyMac Implosion   July 2008

Technology Bust Redux (Cedar Funding)   May 2008

Pundit Pratfalls   Mar 2008

Take it From Someone with REAL Credibility   Feb 2008

JP Morgan Predicts the Market   Apr 2007

Estate Planning with Anna Nicole   Mar 2007

Investors and Scary Headlines   Feb 2007

The Cost of Chasing Performance  Mar 2006

Rethinking Insurance  Mar 2006

Advisor Conflicts of Interest   Jan 2004

Captives of Recent History  Mar 2003

What is (Still) Wrong with Wall Street  Nov 2002

The Collapse of Enron - Lesson in Diversification  Jan 2002

Help Your Child Become a Millionaire  Nov 1999

Are Women Better Investors?  July 1999