Tax Report and Four Bits Newsletters

We provide two newsletters to help you stay informed about investments and taxes.  Below you will find links to our Newsletters.  Just click the link associated with each newsletter.    Our hope is that you find these a valuable source of information.   Do not hesitate to contact us if you have any questions.

The Four Bits Newsletter    This investment oriented newletter is a valuable resouce for our clients who are interested in wealth management and investment decisions.  There are many changes to IRA rules beginning in 2010 and the newletter will contain useful information related to IRA's during the year.

Select this link to our current  Tax Report Newsletter.   Inside you will find current tax information and useful tips for tax considerations related to your financial situation. 

If you would like to receive the newsletters via e-mail,  just fill out the contact us form on the contact us page and let us know you would like to receive it.    Newsletters are also available by mail if you prefer that delivery method.