January 2022 Mike's Letter
Does it feel like 2021 was basically a repeat of 2020? Mike discusses the market highlights of 2021 and where things are headed in 2022.
January 2022 Newsletter
Articles include family decisions regarding charitable giving, renting vs owning in retirement, and recent HCM activities.
October 2021 Mike's Letter
What to expect from future tax law changes.
October 2021 Newsletter
Articles include: Year-end Tax Prep advice, Managing Risk & Volatility in Investing, and recent HCM news.
July 2021 Mike's Letter
Discussion of current trends and impacts of inflation.
July 2021 Newsletter
Will planning change for everyone, whether and how government spending could cause inflation, tips for living to 100, keeping yourself safe online, and the new events going on at HCM.