"Navigating Toward Your Personal trueNorth"

Client Letters

Quarterly Perspective January 2012

Quarterly Perspective October 2011

Market Perspective August 2011

Quarterly Perspective July 2011

Quarterly Perspective April 2011

Quarterly Perspective January 2011

Quarterly Perspective October 2010

Quarterly Perspective July 2010

Quarterly Perspective April 2010

FPA's Summary and Timeline of the Patient Protection and Affordable Care Act

Quarterly Perspective January 2010

Quarterly Perspective October 2009

Quarterly Perspective July 2009

Quarterly Perspective April 2009

Newsletter Articles

Winter 2011 : Thinking about Required Minimum Distributions

Winter 2011 : Holiday Gift Ideas with a Personal Finance Twist

Fall 2011 : A Q&A About Market Confusion

Fall 2011 : Fixing Social Security

Summer 2011 : Inheriting an IRA

Summer 2011 : New College Grads: Your First Paycheck

Summer 2011 : Fears of a Downgrade

Spring 2011 : Cautious Optimism

Spring 2011 : Silver Bullet?

Spring 2011 : Lame-Duck Tax Law Highlights

Winter 2010 : Your Other Portfolio

Winter 2010 : You, Too, Can Balance the Federal Budget

Winter 2010 : Holiday Gift Ideas

Fall 2010 : Chronicle of the Quater

Summer 2010 : What's Greece got to do with it?

Summer 2010 : New Options for Retirment Living in Seattle

Summer 2010 : Income Taxes in the Health Care Bill

Spring 2010 : How to Lose Money in a Top-Performing Fund

Spring 2010 : New Credit Card Rules

Spring 2010 : Letter to Myself

Winter 2009 : New Developments in Homebuyer Tax Credits

Winter 2009 : New Credit Card Rules

Winter 2009 : Holiday Gift Ideas

Fall 2009 : Retirement and Your Mortgage

Fall 2009 : Planning Issues for New Parents

Fall 2009 : Student Loan Relief

Summer 2009 : Has Your Risk Tolerance Changed?

Summer 2009 : Post-Madoff Questions For Your Advisor

Summer 2009 : Is it Time to Refinance?

Spring 2009 : Recessions and Resilience

Spring 2009 : A Lost Decade?

Spring 2009 : To Convert or Not to Convert: That is the Question

Winter 2008 : Graphing the Emotional Roller Coaster

Winter 2008 : Tax Loss Harvesting

Winter 2008 : Holiday Gift Ideas

Fall 2008 : Schwab Asset Protection

Fall 2008 : Q&A Regarding Schwab's Money Market Holdings

Summer 2008 : Market Returns vs Investor Returns

Summer 2008 : New Social Security Benefit Estimator

Summer 2008 : Federal Financial Aid

Spring 2008 : Economic Outlook

Spring 2008 : Designating Your Beneficiaries

Spring 2008 : Saving For A Rainy Day

Winter 2008 : The Market is Falling, But the Sky Isn't

Winter 2008 : Save Like Crazy

Winter 2008 : Mortgage Interest Pitfalls

Fall 2007 : The Declining Dollar

Fall 2007 : Getting the Most from Employer Benefits

Fall 2007 : Involving Your Kids in Planning for College

Summer 2007 : Market Perspective

Summer 2007 : Growing Our Firm and Strengthening Our Capabilites

Summer 2007 : Charitable Donations - Part 2

Spring 2007 : Guidelines for Saving

Spring 2007 : Charitable Donations - Part 1

Spring 2007 : Tools for Life Planning

Winter 2007 : Investing in Bonds 101

Winter 2007 : Some Relief for Non-Spouse Beneficiaries

Winter 2007 : IRA Distributions to Charity

 

 

 

 

 

 

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