Sample articles

Quarterly client letter: 2025 Q3   Free Sample (Click on title to download)

October 2, 2025

Fed Chair Jerome Powell recently raised eyebrows with comments that equity prices are fairly highly valued. Is Powell—a renowned economist with more and better information than just about anybody—saying stocks are too highly valued? Are prices about to drop? Should you sell before it’s too late? This article helps readers understand the full story about valuations in today’s stock market and what that means for investors.

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Client question: Should I be using a health savings account?   Free Sample (Click on title to download)

May 19, 2025

Health savings accounts (HSAs) offer tax-deductible contributions, tax-free growth and tax-free withdrawals when used for qualified medical expenses. They offer another huge benefit: They can be used like a traditional retirement account when account holders turn 65. This piece helps clients understand high-deductible health plans (the prerequisites for HSAs) and how HSAs may fit into their financial plans.

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The age of the finfluencer: Who should you listen to when everyone’s talking?   Free Sample (Click on title to download)

April 29, 2025

With the rise of social media “finfluencers,” more people are seeking financial advice online. Yet this advice can be hard to parse. Some may be quite helpful, while some may be flat-out wrong. This article helps readers understand the risks online advice may pose, how it can lead down a path toward confirmation bias and what they can do to protect their money.

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Disruptive forces: Thriving in a world that won’t sit still   Free Sample (Click on title to download)

March 14, 2025

The market and the economy are frequently buffeted by forces great and small, including the latest round of tariffs. This article looks at what history can tell us about these events, and how a diversified portfolio is already designed to address them.

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Client question: How can I give my kids a head start on investing?   Free Sample (Click on title to download)

February 28, 2025

This piece explores what clients may do to help give the kids in their lives a leg up for their financial future. It touches on 529 plans, custodial accounts and custodial Roth IRAs. It closes with a suggestion that clients may use opening an account as an opportunity to teach kids about financial responsibility. Consider personalizing this article by mentioning how and why you’ve opened accounts for the kids in your life. Or perhaps touch on experiences you’ve had teaching kids about investing.

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