Tax & Investment Plans
An Independent Firm

Tax and Investment Plan Newsletters

• 2009 Second Quarter Letter
  • 2008 Year End Letter
  • 2007 Year End Letter
  • Bear Market Perspective
  • 2006 Year End Letter
  • 2005 Year End Letter
  • 2004 Year End Letter
  • 2003 Year End Letter
  • 2002 Year End Letter
  • 2001 Year End Letter
  • After 9/11: Some Thoughts on the Market

Raymond James News Letters

• Financial Journeys
  Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
• Weekly Market Snapshot
  Distributed every Friday, this is a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.
• Small Business Dimensions
  Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.
• Successful Women
  Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.

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Suite 430
Nashua, NH 03063
Phone: 781-861-9720
Fax: 781-240-0361

15 New England
Executive Park Drive
Burlington, MA 01803
Phone: 781-861-9720
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