news & resources

The CPA Financial Planner Newsletter | August 2022

August 24, 2022newslettersadmin

This month, read about GDP growth, dividends, balancing college & retirement preparations, and adjusting your tax withholdings.

The CPA Financial Planner Newsletter | July 2022

July 19, 2022newslettersadmin

This month we look at some hot topics: rising interest rates, inflation protected securities, and working while receiving Social Security.

Quarterly Market Review | Q2 2022

July 19, 2022investmentsadmin

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.

The CPA Financial Planner Newsletter | April 2022

April 18, 2022newslettersadmin

This month, learn about vacation home purchase considerations, key retirement and tax numbers for 2022, and methods to avoid probate.

Quarterly Market Review | Q1 2022

April 18, 2022investmentsadmin