The Examiner and Commentaries

We provide expert financial advice on a broader scale through our newsletter, The Examiner, and our weekly Commentaries. We offer insight into tax law, business strategies and other financial concerns from our unique perspective.

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To read the most recent articles published, please click the icons below. You can see past newsletters and commentaries in the archives below.

Featured Newsletters And Commentaries

Understanding Risk - January 2017 
How a Few Simple Measures Can Protect Your Legacy - January 2017 
Market Trends to Watch in 2017 - January 2017 
Looking Ahead to the Fourth Quarter - September 2016 
Breaking Down the Fiduciary Rule - September 2016 
Being Rich vs. Being Wealthy - September 2016 
Midyear Market Update - July 2016 
The Pension vs. Lump Sum Decision - July 2016 
The SELECT Strategy: Looking for "Economic Castles" - July 2016 
Q1 Market Commentary - April 2016 
A Unique Approach to Retirement Savings - April 2016 
A Closer Look at the PATH Act - April 2016