Quarterly Newsletters & Articles
May 2021
Click Here for the 1st Quarter Newsletter
Click Here for the insert
January 2021
Click Here for the 4th Quarter Newsletter
Click Here for the insert
October 2020
Click Here for the 3rd Quarter Newsletter
Click Here for the insert
September 2020
Click Here for Watch out for Scams
July 2020
Click Here for the 2nd Quarter Newsletter
April 2020
Click Here for the 1st Quarter Newsletter
Click Here for Market Matters
JANUARY 2019
Click Here Can you stop RoboCalls?
Click Here for the December 2019 Newsletter
DECEMBER 2019
Click Here New Spending Package Includes Sweeping Retirement Plan Changes
NOVEMBER 2019
Click Here College Cost Data for School Year 2019-2020
OCTOBER 2019
Click Here for the October 2019 Newsletter
Click Here for the Inverted Yield Curve Insert
JULY 2019
Click Here for the July 2019 Newsletter
April 2019
Click Here for the The Fed Hits the Brakes: No Rate Hikes Projected in 2019 article
February 2019
Click Here for the February 2019 Newsletter
Click Here for the There's Still Time to Contribute to an IRA for 2018 Article
October 2018
Click Here for the October 2018 Newsletter
Click Here for the Stay Calm article
Click Here for the Stay Invested article
Click Here for the Market Rebounds Outlasted Declines article
Click here for the Don't Miss the Markets Best Days article
Click here for the Markets Recover from Crises article
Click here for the Financial Literacy Chart Book
Click here for The Truth About Debt
July 2018
Click Here for the July 2018 Newsletter
April 2018
Click Here for the April 2018 Newsletter
Click Here for the Article: 2018 Cola Increase
January 2018
Click Here for the January 2018 Newsletter
Click Here for Article: "Oregon PERS - Retirement news you can use"
Click Here for the 2018 Key Numbers
October 2017
Click Here for Article: "Credit Freeze FAQs"
Click Here for Article: "Pers Target-Date FUnds: Reducing Your Investment Risk as you Age"
Click Here for the October 2017 Newsletter
August 2017
Click Here for the video: "Present Bias - Investor Behavior"
Click Here for the August 2017 Newsletter
May 2017
Click Here for Article: "Cracking the Code on Social Security"
Click Here for Article: "There's still time to contribute to an IRA for 2017"
February 2017
Click Here for the February 2017 Newsletter
Click Here for The 2017 Key Numbers
May 2016
Click Here for the May 2016 Newsletter
Click Here for Vox's New Presidential Tax Calculator provided by The Tax Policy Center
February 2016
Click Here for the February 2016 Newsletter
Market Watch Article - "2016 Predictions: What Presidential Election Years Mean for Stocks"
November 2015
Click Here for the November 2015 Newsletter
Click Here for the Oregon PERS Assumed Rate Change Info
August 2015
Click Here for the August 2015 Newsletter
Click Here for Kadi, Suzanne, Kim & Sarah's Favorite Summer Recipes!
May 2015
Click Here for the May 2015 Newsletter
Forbes Article - "The S&P Shouldn't Be The Barometer Of Investor Success, Here's Why"