Archive for category: Newsletter

NEW! Download our Fall 2017 Newsletter, The Bridge

September 21, 2017

Event, News, Newsletter

NEW! Download our Fall 2017 Newsletter, The Bridge

The Fall edition of the Bridge newsletter. Check it out here:

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NEW! Download our Spring 2017 Newsletter, The Bridge

April 3, 2017

Event, News, Newsletter

NEW! Download our Spring 2017 Newsletter, The Bridge

Spring has sprung!  In this edition of our newsletter we’ve got a great article about diversified portfolios and how they offer protection.  We go over several different technology options that just might make your financial life a little easier as well as some tips on best use.  Speaking of technology, while…

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NEW! Download our Fall 2016 Newsletter, The Bridge

November 7, 2016

Event, News, Newsletter

NEW! Download our Fall 2016 Newsletter, The Bridge

The Fall edition of the Bridge newsletter features commentary on the election and the historical effect elections have had on the stock market.  We review the importance of tax loss harvesting so you can offset realized capital gains and reduce taxable income. Also covered is Medicare Open Enrollment when people…

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NEW! Download our Q2 2016 Newsletter, The Bridge

July 20, 2016

Event, News, Newsletter

NEW! Download our Q2 2016 Newsletter, The Bridge

In our latest Q2 edition of the Bridge newsletter, we compare wine-making with investing – while it is a carefully calibrated journey from grape to glass,  similar levels of care are critical to good investment outcomes.  Also covered are Money Market Reforms – a group of changes was announced in July 2014 and…

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NEW! Download our Q1 2016 Newsletter, The Bridge

April 27, 2016

Newsletter

NEW! Download our Q1 2016 Newsletter, The Bridge

Take a look at the latest newsletter – in the Q1 edition of The Bridge we review the recent market volatility, provide important information about claiming life insurance benefits and discuss the gift tax and when you need to file a gift tax return.  Of course, we’ve included what Austin…

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NEW! Download our Q4 2015 Newsletter, The Bridge

January 22, 2016

Newsletter

NEW! Download our Q4 2015 Newsletter, The Bridge

Take a look at the latest newsletter – the Q4 edition of The Bridge discusses the rise of short-term interest rates, Congress approving 2015 tax extenders, whether or not you need travel insurance, 2016 IRS plan contribution limits and Austin Asset’s community activities! Check it out here:

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NEW! Download our Q3 2015 Newsletter, The Bridge

October 22, 2015

Newsletter

NEW! Download our Q3 2015 Newsletter, The Bridge

Take a look at the latest newsletter – the Q3 edition of The Bridge contains timely info about action to take during a market correction, 2016 ACA Open Enrollment and Medicare data and dates, estate planning tax rules as well as what Austin Asset has been up to! Check it…

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Download our Q2 2015 Newsletter, The Bridge

July 10, 2015

Newsletter

Download our Q2 2015 Newsletter, The Bridge

The Q2 Edition of The Bridge Newsletter features articles about maintaining diversification, discipline and flexibility to ensure a long-term portfolio, the new rule on split 401(k) rollovers and delaying Social Security and the new SAT format coming next Spring. Check out the latest Q2 2015 edition here.

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Download our Q1 2015 Newsletter, The Bridge

April 13, 2015

Newsletter

Download our Q1 2015 Newsletter, The Bridge

The Q1 Edition of The Bridge Newsletter discusses long-term and short-term investment strategies, info in regards to ACA and retirement, tips on how to beware of tax email phishing scams as well as Austin Asset and community news. Check out the latest Q1 2015 edition here.

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Download our Q4 2014 Newsletter, The Bridge

January 22, 2015

Newsletter

Download our Q4 2014 Newsletter, The Bridge

The Q4 Edition of the The Bridge Newsletter contains valuable information on having patience in the market, investment flexibility in regards to 529 plans, tips on college financial aid and some updated IRS numbers for tax year 2015.  Check out the latest Q4 2014 edition here.

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