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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


May 2022: Market Downturns


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?


June 2021 Market Volatility


May 2021 Proactive Tax Planning


Q1 2021 Economic Update


March 2021 IRA Retirement Strategies


February 2021 Proactive Tax Strategies


Q4 2020 Economic Update

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


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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


February 2020 Tax Strategies


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


12/2018 Year End Tax Report


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


12/2017 Year End Tax Report





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