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.


2013 Articles

Jan Feb 2013.pdf

March April 2013.pdf

MayJune 2013.pdf

July-Aug 2013.pdf

Sept-Oct 2013.pdf

Nov-Dec 2013.pdf

2014 Articles

Jan - Feb 2014.pdf

March - April 2014.pdf

May - June 2014.pdf

Sept Oct 2014

Nov Dec 2014