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

Strategic Uses of Debt in Retirement - July 2017 
A Look Ahead to Q3 - July 2017 
Tax Reform Update - July 2017 
How to Detect and Respond to Common Tax Season Scams - March 2017 
Q1 Market Update - March 2017 
Improving Your Roth IRA Strategy - March 2017 
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