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.



May 2014 newsletter

  • Investors May ‘Prefer’ to Look Elsewhere for Yield
  • Mutual Fund Tax Bills Are Rising
  • Five Reasons to Let a Sleeping 401(k) Lie
  • Tune Out the Noise

April 2014 Newsletter

  • Quick Facts: Retirement
  • The Great Yield Chase
  • Find the Right IRA in Three Easy Steps
  • Dividend Income: Not So Fixed

March 2014 Newsletter

  • Fed Policy, Inflation, and Interest-Rate Risk
  • Five Estate-Planning Tasks That You Shouldn’t Put Off
  • Tips for Preparing Your Taxes
  • Investors Have Most of Their Money in Intermediate Bonds

February 2014 Newsletter

  • Chasing Performanca
  • Fund Flows and Asset Class Performance
  • ETFs Versus Actively Managed Funds
  • Short-Term Focus: Coping with Near- Term Fluctuations

January 2014 Newsletter

  • History of Interest Rates
  • 529 Plan Participants Deserve Better Disclosure
  • 529 Plans: State Benefits
  • Year-End Portfolio Review: Rebalancing