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Monthly Newsletters
2023
February Newsletter – What is a High-Low Agreement?
January Newsletter – The Government Want's You to Save For Retirement
2022
December Newsletter – You Can't Protect It All, and That's OK
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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