Summer Spending, Oil Prices, and 401(k) Checkups
Dear Friends & Family, School is out, the weather is nice and the 4th of July is almost here! Summer is a good time for our annual review of your…
Refresh Your Finances for Summer
Dear Friends and Family, We hope this letter finds you well and looking forward to summer fun and relaxation! As you prepare for those vacations, please call us for ideas…
Expanding Options and Protecting Your Future
Dear Friends and Family We mentioned last month our mutual fund options continue to expand, in areas of the market we may not have previously covered. One very interesting option…
Spring Planning & Financial Security Tips
Dear Friends and Family, Spring is coming and soon it will tax filing deadline. A reminder, the deadline for 2007 IRA & Roth IRA contributions is April 15th. Be sure…
Markets & Going Green
Dear Friends & Family, “The key to good investing is not the brain, it’s having the stomach.” (Peter Lynch, paraphrased) The past six months have been very difficult times in…
College Planning and Consumer Tips for the New Year
Dear Friends and Family, Happy New Year! We hope your new year is filled with peace, joy, health, happiness, friendship, warmth, hope, prosperity, goodwill, and harmony! With the new year…
Navigating Market Volatility & Year-End
Dear Friends and Family, Happy Holidays to everyone! The holidays are a welcome reprieve from the perfect storm that struck the securities markets this year. This storm was caused, in…
Dear Friends and Family, Keep your Finances Fit! Everyone needs an annual fiscal checkup. Just as our bodies and cars periodically require inspection, our finances need regular examination. An important…
Rethinking Financial Models and Risk
Dear Friends and Family, The Katz Family team met in August for our annual strategic meeting. Our mission statement is below. The fact that this statement was developed over three…
Credit Shifts and Client Growth
Dear Friends and Family, We hope you are enjoying a fun-filled summer! We would like to thank all of our clients for your continued support and referrals. As a direct…
Summer Safety and Sustainability Tips
Dear Friends and Family, We hope this letter finds you all well and looking forward to summer fun and relaxation! Enclosed you will find a copy of our 2007 Five…
Protecting Wealth and Identity
Dear Friends and Family, We hope this letter finds you and your family well and looking forward to some beautiful spring weather! There are several ways to help protect yourself…