Part of Complete Financial Management includes keeping our clients up to date. Here you will find an archive of newsletters and correspondence that we have sent to clients.

Newsletter Series

Newsletter No. 11 - Active Managers, Self-Employed 401(k)s, Estate Planning, Kids and Money

Newsletter No. 10 - Phone Scams, Credit Freezes, Donor Advised Funds
Newsletter No. 9 - 2006 Tax Law Changes, IRS notices, Non-deductible IRAs and Roth Conversions
Newsletter No. 8 - 2006 Updated Limits, Health Savings Accounts, Energy Tax Credits
Newsletter No. 7 - IRAs Receive Increased Protection, Financial Implications of Katrina
Newsletter No. 6 - Reducing Social Security Benefits, Identity Theft Insurance
Newsletter No. 5 - Insurance Advice, Maximize Your 401(k) Match
Newsletter No. 4 - Auto donations, Property Taxes, Bond Redemptions
Newsletter No. 3 - Tendering PeopleSoft Shares to Oracle
Newsletter No. 2 - Capital Gains on Home Sales, Disability Insurance
Newsletter No. 1 - SEP-IRA Contribution Limits, Alternative Minimum Tax

Quarterly Investment Management Updates

Special Messages and Announcements

The Safety of Cash Holdings - September 2008
Recent Market Events - September 2008

Introducing a Quarterly Educational Seminar Series - December 2007
Introducing Your Online Access - October 2007
An Explanation of Recent Market Turbulence - August 2007
Enhanced Fidelity.com Launched - April 2007
Extreme Market Declines - February 2007
Recent Market Declines - June 2006