The Report

The Report is a series of articles written by our founder, Shawn McLaughlin, and our investment advisors to provide information and insights about current events, ideas, and topics related to investing, the stock market, and the economy which may be interesting or educational for our clients.

Click on a title at the left to view the corresponding Report as described in the list below.

         November 2010        Ten Things to Know and Ask About Long-Term Care     

         October 2010            The Smart Way to Review  

         September 2010       Some Annuities Offer a Way to Pay for Long-Term Care

         March 2010                When Doing Your Own Taxes

         December 2009        Roth IRA Conversion Opportunity

         November 2009         Prep Steps To Getting Your Estate in Order

         October 2009             A Primer On Medicare and Medigap Coverage