Financial Briefs Letter

Below are links to our Financial Briefs Newsletter. A variety of topics are covered, such as discussions about retirement planning, estate planning, investment topics, tax issues with investments and retirement plans, insurance topics, etc.

We hope you find these useful, and as always, please contact us if you wish to discuss how a topic might apply to your individual circumstances. The documents are in pdf format.

Securities offered through Southeast Investments NC, Inc. Member FINRA, SIPC. OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217. 704-527-7873.


2016 Newsletters:

May - June 2016

July - August 2016

September - October 2016

November - December 2016

2017 Newsletters:

January - February 2017

March - April 2017

May - June 2017

July - August 2017

September - October 2017

November - December2017

2018 Newsletters

January - February 2018