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Monthly Newsletters

2022

November Newsletter – How to Think About TIPS
October Newsletter
September Newsletter – What We Think About the New Student Loan Changes 
August Newsletter – Financial Tips for the Terminally Ill (and the Rest of Us)
July Newsletter – How to Invest Your HSA
June Newsletter – Life Isn't Fair
May Newsletter – New Changes to Student Loan Management 
April Newsletter – Inflation: The Investor's Greatest Enemy 
March Newsletter – What Should Your Portfolio Do About the Russian Invasion?
February Newsletter – How FOMO Ends
January Newsletter – Backdoor Roth IRAs, Mega Backdoor Roth IRAs, and Federal Student

 

2021

December Newsletter – Don't Miss the Forrest for the Trees 
November Newsletter – Why IRR Is the Best Return Measurement
October Newsletter – 12 Ways to Optimize for Career Longevity 
September Newsletter – How to Increase Risk Tolerance
August Newsletter – The Benefits of Getting Rich Slowly 
July Newsletter – What Are Your Hobbies Really Costing You? 
June Newsletter – Yes You Should Worry About Inflation
May Newletter – Betting on Options Isn't Investing 
April Newsletter – Plan an Adventure!
March Newsletter – Be Prepared!
February Newsletter – An Era of Speculation
January Newsletter – The Investor Matters More Than the Investment

 

2020

December Newsletter – You Can Deduct Charitable Contributions Without Itemizing
November Newsletter – Did the 4% Rule Just Become the 5.5% Rule?
October Newsletter – Giving the Gift of Charity
September Newsletter – Investing at Market Highs
August Newsletter – Why Doctors Still Need a 401(k)
July Newsletter – Is a Cash Balance Plan Right for You?
June Newsletter – Keep a Crystal Ball Journal
May Newsletter – Why Market Bottoms Are So Hard to Pick
April Newsletter – Tax Dates Pushed Back!
March Newsletter – Stop Panicking, Tax Loss Harvest, and Avoid Scams
February Newsletter – How to Think About Social Security and Pensions
January Newsletter – Expected Returns

 

2019 – September to December

December Newsletter – Two Bond Schools of Thought
November Newsletter – Don't Give in to Financial Peer Pressure
October Newsletter – Moving: Opportunity to Purge or Major PIA?
September Newsletter – Dealing with the Silos in the Financial Services Industry

 

2012 – August 2019

 

Financial Bootcamp

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