July, 2017 Review and Outlook

Highlights of this Month’s Review: Be sure to know all your options before…


2017 Mid-Year Review and Outlook

Highlights of this Mid-Year Review and Outlook: Now is the time to schedule…


May, 2017 Update and Outlook

Update from Rick: I want to personally thank so many of you for the kind words…


May, 2017 Mid-Month Update

Happy Mother’s Day! We wish all of you a very Happy and Blessed Mother’s Day.…


April, 2017 Mid-Month Update

Highlights of this Update: Call to schedule your personal review today!…


March, 2017 Mid-Month Update

Highlights of this Update: Don’t forget to use the available CSV file to…


February, 2017 Review and Outlook

Highlights of this Month-End Review and Outlook: Be sure to take advantage of…


February Mid-Month Update

Highlights of this Mid-Month Update: Monday, February 20th is President’s Day…


January, 2017 Review and Outlook

HIGHLIGHTS OF THIS UPDATE: Tax forms will start coming to you for reporting…


Mid-Month Update

Monday, January 16th-Markets and our Offices Closed Monday is Martin Luther…