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 archived articles, please click the icons below.

Archived Newsletters and Commentaries

2017

What to Watch in Q4 - October 2017 
How to Maximize Your Year-End Tax Savings - October 2017 
Four Ways to Manage Your Medicare Costs - October 2017 
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 

2016

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 

2015

2015 Recap and 2016 Markets Outlook - December 2015 
Tax Changes for 2016 - December 2015 
Will the Recent Changes to Social Security Affect Your Plans? - December 2015 
3rd Quarter Markets Update and Outlook - October 2015 
Evaluating the SELECT Strategy Amid Volatility - October 2015 
Happier Spending - October 2015 
2nd Quarter Markets Update and Outlook - June 2015 
Implementing the SELECT Strategy - June 2015 
Four Habits - June 2015 
SELECT Explanation - April 2015 
Quarterly Outlook - April 2015 
Breaking Down 529s - April 2015 
Tax Updates from the IRS - January 2015 
Challenges of Being an Income Investor - January 2015 

2014

Market Update - October 2014 
How Retirees Can Benefit from the New Health Care Laws - October 2014 
Resisting the Crowd - October 2014 
What’s Your Retirement Asset Allocation Strategy? - July 2014 
Market Update - July 2014 
The Risk of Certainty - July 2014 
Market Update - April 2014 
Income Inequality - April 2014 
Tax Changes and Opprotunites - April 2014 

2013

Navigating the New World of Health Insurance - December 2013 
A Brief Taxpayer's Guide to Changes and Planning Ideas - December 2013 
Markey Update: 2013 Winds Down - December 2013 
Monthly Newsletter - July 2013 
Monthly Newsletter - March 2013 
Planning for the New Medicare Taxes - July 2013 
Market Update - July 2013 
Market Update - March 2013 
Cliff Notes Summary of the American Taxpayer Relief Act - March 2013 

2012

Monthly Newsletter - November 2012 
A Small Minded Approach - November 2012 
Waxing Philosophical - November 2012 
Known Unknowns - November 2012 
Monthly Newsletter - July 2012 
Retirement Advice for Today’s Graduates - June 2012 
Mind the Gap - June 2012 
Governments Behaving Badly - June 2012 
Monthly Newsletter - April 2012 
Which Tax Code Do You Use? - April 2012 
The Art of War - April 2012 

2011

Monthly Newsletter - December 2011 
2012: Back to Basics - December 2011 
From Stars to Olympic Medals - December 2011 
A Preoccupation with Wealth - December 2011 
Monthly Newsletter - September 2011 
The Qualities of an Intelligent Investor - September 2011 
An American Family Meets Standard & Poor's - September 2011 
U.S. Downgrade: A Crossroad - September 2011 
Monthly Newsletter - June 2011 
The single best action to take to improve your plan's Fund Lineup for participants? Use low cost funds - June 2011 
A Tax on Growth - May 2011 
The Best and Worst of Times - May 2011 
An American Family - May 2011 
Monthly Newsletter - March 2011 
For Comparison's Sake: Two Years into a Market Recovery - March 2011 
Tax Relief - March 2011 
Two Years Later - March 2011