Retire (Mo)ments is a video series about personal finance and retirement topics from the perspective of a Certified Financial Planner.
Here you will find our most recent monthly investing newsletters on the state of the markets and a look forward to the months ahead. We welcome your feedback on any of our commentary! These newsletters are for general information purposes only and do not constitute a specific solicitation to purchase any investment product.
The PDF documents below are recent articles we have written on financial topics of interest. We welcome your feedback on any of our research! These articles are for general information purposes only and do not constitute a specific solicitation to purchase any investment product.
Nothing on this site is meant to constitute an offer or solicitation of transaction in any particular security. Any discussion of recommendations contained in documents here may not be suitable for all investors. Any opinions, estimates, or projections expressed in documents here may assume economic, industry, and political conditions and/or current conditions at the time of issuance, which are subject to change. All information being furnished here is on the condition that it will not form a primary basis for any investment decision. Investments in any form involve the risk of loss. Past performance is not an indication of future performance.