news & resources

The CPA Financial Planner Newsletter | January 2022

January 19, 2022newslettersadmin

This month, read about one of the largest Social Security adjustments, ways to navigate market volatility, and how direct listings are different from IPOs.

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Quarterly Market Review | Q4 2021

January 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.

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The CPA Financial Planner Newsletter | December 2021

December 30, 2021newslettersadmin

End the year learning about inflationary trends, family charitable giving, and help for surprise medical bills.

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Quarterly Market Review | Q3 2021

October 23, 2021investmentsadmin

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.

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The CPA Financial Planner Newsletter | October 2021

October 23, 2021newslettersadmin

This month, read about inflationary concerns, new grandparent 529 rules, and how to avoid financial scams.

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