Media Archive

Sort by


Articles 1 - 10 of 12

| 7.1.2021

SDWMA Newsletter July 2021

| 4.1.2021

SDWMA Newsletter April 2021

| 12.1.2020

SDWMA Newsletter December 2020

| 10.1.2020

SDWMA Newsletter October 2020

| 6.1.2020

SDWMA Newsletter June 2020

Here are some of our team's favorite moments from the last few months at home. We hope you will share yours in the poll below and send us an email

| 3.1.2020

SDWMA Newsletter March 2020

President Donald Trump signed into law the Coronavirus Stimulus Bill on March 27, 2020. At over eight hundred pages long, the bill offers much-needed support

| 12.1.2019

SDWMA Newsletter December 2020

May the good times and treasures of the present become the golden memories of tomorrow. Wishing you all of the happiness, health, and good cheer that come

| 9.1.2019

Wealth Management Newsletter - September 2019

We are always delighted by the vacation stories, pictures, and tips that our clients share with us. Both Nancy and Vicky took awesome summer trips and

| 6.1.2019

Wealth Management Newsletter - June 2019

If you're like us, you waited all winter for the warm, sunny days of summer, only to be greeted by what seems like an endless string of gray and rainy days.

| 3.1.2019

Wealth Management Newsletter - March 2019

Spring, we thought it would never arrive! And as of this writing, it really still hasn't, except on the calendar. Watching the change of seasons is one way to mark the passage of time. Watching the changes in the markets is another. In this letter, David Brinkman talks about the last 10 years in the U.S. large company market, along with a few examples of the importance of tax-efficient investing.

contact us