Previous JFL Newsletters
Personal Finance Newsletters
December 2022: Remembering to Be Grateful
November 2022: Going Back to Basics
October 2022: Q3 Economic Update and Focusing on the Long-Term
September 2022: Proactive Tax Planning
August 2022: Foundational Tips for Financial Success
July 2022: Bear Territory and Q2 2022 Economic Update
June 2022: Understanding Rising Interest Rates
April 2022: Q1 2022 Economic Update
March 2022: Proactive Planning for the SECURE Act
February 2022: Proactive Tax Planning Strategies
February 2022 Special Issue: Market Volatility
January 2022: Q4 Economic Update and 2022 Investor Outlook
November 2021: Proactive Year-End Tax Strategies
October 2021: Mixed Results for Q3
September 2021: Anticipating Rising Interest Rates
August 2021: Financial Factors You Can Control
July 2021: Should You Worry About Inflation?
May 2021 Proactive Tax Planning
March 2021 IRA Retirement Strategies
February 2021 Proactive Tax Strategies
November 2020 Post Presidential Election Financial Planning Strategies
October 2020 Quarterly Economic Update
September 2020 Strategic Tax Planning Guide
August 2020 Interest Rate & Investor Update
July 2020 Quarterly Economic Update
June 2020 SECURE Act and Proactive Retirement Planning
May 2020 Newsletter on Traditional and Roth IRAs
April 2020 Quarterly Economic Review
Tips for Surviving Market Volatility During COVID-19
January 2020 Quarterly Economic Update
November 2019 Year-End Tax Report
October 2019 Quarterly Economic Update
September 2019 Economic Update
August 2019 Monthly Economic Update
July 2019 Quarterly Economic Update
June 2019 Monthly Economic Update
May 2019 Monthly Economic Update
April 2019 Quarterly Economic Update
01/2019 Monthly Economic Update
11/2018 Quarterly Economic Update
09/2018 Monthly Economic Update
08/2018 Quarterly Economic Update
07/2018 Monthly Economic Update
06/2018 Monthly Economic Update
04/2018 Quarterly Economic Update
03/2018 1st Quarter Tax Report
01/2018 Quarterly Economic Update
401(k) Plan Sponsor Newsletters
Q1 2023: Inflation & Retirement Readiness
Q4 2022: Contributions in a Volatile Market
Q3 2022: Personalizing Portfolios
Q2 2022: A Window Into Wellness
Q1 2022: 401(k) Participants' Optimistic Outlook
Q4 2021: Understanding Social Security Basics
3Q 2021 State of the Participant
Q2 2021 Retirement Plans in a Post-Pandemic World
