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Monthly Newsletters


January Newsletter – The Investor Matters More Than the Investment
February Newsletter – An Era of Speculation
March Newsletter – Be Prepared!
April Newsletter – Plan an Adventure!


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

September to December 2019

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

2012-August 2019

Financial Bootcamp

Did you miss some of the Financial Boot Camp emails? You can find them here:

WCI Financial Boot Camp Emails!