Newsletter

Newsletter Archive

Blossom newsletter archive has the entire collection of our newsletters from the last two years. Please feel free to browse around and download any of our previous newsletters.



October 2016 Newsletter

  • Earnings Call: A Closer Look at Financial Reports
  • Ten Year-End Tax Tips for 2016
  • Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials

August 2016 Newsletter

  • Investors Are Human, Too
  • Be Prepared to Retire in a Volatile Market
  • Understanding the Net Investment Income Tax

July 2016 Newsletter

  • Mid-Year 2016: An Investment Reality Check
  • Q&As on Roth 401(k)s
  • Finding and Claiming Forgotten Funds

June 2016 Newsletter

  • Projecting a Happy Retirement
  • Debt Optimization Strategies
  • Common Financial Wisdom: Theory vs. Practice

May 2016 Newsletter

  • Understanding Stock Market Indexes
  • Four Lessons Grandparents and Grandchildren Can Learn Together
  • Nearing Retirement? Time to Get Focused