Resources

Chasing Performance

Risks of Market Timing

Turning out the Noise

Quarterly and Special Reports

Quarterly Economic Update Fourth Quarter 2019	Year-End 2019 Tax Moves	Welcome to 2020	Retirement Income and Spending Plan for You	Strategies for Investors In a Volatile Market!
The New SECURE Act and Proactive Retirement Planning	Portfolio Rebalancing in a Low Interest Rate Environment: Consider Interest Rate Risk!	Funding Your Retirement: Some IRA Choices to Consider	Up and Down Markets	Helpful Tax Filing and Planning Information
Opportunities During Market Downturns