Newsletters

Year 2022

04-2022 April Newsletter and April Conference Call

01-2022 January Newsletter and February Conference Call

Year 2021

11-2021 November Newsletter and December Conference Call

09-2021 September 2021 Conference Call Date Update

09-2021 September Newsletter and September Conference Call

04-2021 April Newsletter and May Conference Call

04-2021 Benefit Financial Services Group Perspectives – Q1 2021

03-2021 Client Satisfaction Survey

02-2021 February Newsletter

02-2021 Climate Change and Green Portfolios

01-2021 January Newsletter and January Conference Call

Year 2020

11-2020 November Newsletter and November Conference Call

08-2020 August Newsletter and September Conference Call

05-2020 May Newsletter and June Conference Call

05-2020 May Newsletter

04-2020 April Newsletter

03-2020 A Note From Steve

03-2020 Market Meltdown

03-2020 March Newsletter

02-2020 February Newsletter and March Conference Call

Year 2019

12-2019 December Newsletter and January Conference Call

10-2019 October Newsletter

09-2019 September Newsletter

08-2019 August Newsletter and September Conference Call

05-2019 May Newsletter and June Conference Call

05-2019 May Newsletter and Conference Call

Year 2018

12-2018 December Newsletter and Conference Call

12-2018 December Holiday Newsletter

11-2018 November Newsletter and Conference Call

10-2018 October Newsletter and Conference Call

06-2018 June Newsletter

05-2018 Taxes and Inflation Are Detrimental to Your Health

04-2018 April Newsletter

03-2018 The New Normal and Conference Call

Year 2017

12-2017 Advanced Management Fee Payment Newsletter

12-2017 Bitcoin Newsletter

12-2017 December Newsletter

09-2017 Special Alert Newsletter

08-2017 August Newsletter

06-2017 4th of July Newsletter

04-2017 Index Funds Newsletter

04-2017 Phishing Email Newsletter

03-2017 March Newsletter

Year 2016

12-2016 December Newsletter

10-2016 October Newsletter

09-2016 September Newsletter

08-2016 Fidelity Information Verification Newsletter

06-2016 June Newsletter

01-2016 Interview with Ms. A and February Conference Call Announcement