OUR NEWSLETTERS

We publish a Quarterly Newsletter for our clients and friends to enjoy.  In it we share useful financial tips and information, along with light-hearted commentary, content and important dates.  We hope you enjoy, as well!

2024 NEWSLETTERS 

Winter 2024

Winter 2024

What's Next

Important News

Secure Act 2.0

Important Dates 

2023 NEWSLETTERS 

Summer 2023

Summer 2023

What's Next

Important News

Secure Act 2.0

Important Dates 

Winter 2023

Winter 2023

What's Next

Important News

Secure Act 2.0

Important Dates 

Fall 2022

Fall 2022

Practicing Patience 

Client Appreciation Events 

Celebrating the Holidays 

Important Dates 

Summer Newsletter 

Summer Newsletter 

Market Outlook Q3

Looking Forward With Optimism

Announcements 

Important Dates 

Spring Newsletter

Spring Newsletter

Market Outlook Q2
Community Corner
Announcements 
Important Dates

Winter Newsletter

Winter Newsletter

The Return Of Volatility
Upcoming Events
Welcome Angie
Quarterly News

2021 NEWSLETTERS

July 2021 Newsletter

July 2021 Newsletter

Creating Memories
Client Appreciation Event
Desk of Denise Drudy
Soles 4 Souls
Welcome Sarah
Important Dates

<strong>April 2021 Newsletter</strong>

April 2021 Newsletter

Congrats Vanessa
Did you know
Events around town
Desk of Denise Drudy
One year in cont.
Timely Topics
Important Dates 




<strong>January 2021 Newsletter</strong>

January 2021 Newsletter

Advisor Breakdown
Upcoming Events
Desk of Denis Drudy
Advisor Breakdown cont.
Winner! Door Decorating Contest
Tax Information
Important Dates 

2020 NEWSLETTERS

<strong>October 2020 Newsletter</strong>

October 2020 Newsletter

Election Lessons
Upcoming Events
Desk of Denis Drudy
Cyber Security
Election Lessons continued
New TD Mobile App
Important Dates 

<br /><strong>July 2020 Newsletter</strong>


July 2020 Newsletter

Revel in our Freedom
8 Habits of Successful Investors
Upcoming Events 
From the Desk of Denise Drudy
Our Escape Room Recap
Reminder about Electric Communications
Important Dates