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The Advisory Firm Newsletter & Videos

The archive of past newsletters is listed on the right. In 2015 we switched to a video format for all personal finance newsletters. You can find our past videos on the PerFi FYI and Retirement Minute Youtube channels.

 

Personal Finance FYI & RETIREMENT MINUTE Video's


 

 

Archives

2014
social security
Various #2
IRA's and GDP
miscellaneous

2013
tax bill
tax & bond
college cost
CPI and Health
Social Security
Ad Valorem
ACA

Medicare
various

2012
Cycles
Stretch IRA
Miscellaneous
Options 101
Fiscal Cliff
LTC and Health
Estate Planning
Stock Charting
taxes & economics
roth conversion

2011
Resolutions
Indexes
Fund Basics
Questions
Sector Rotation
Buy and Hold?
Insurance 101
Investment scam
fixed income
Plan Limits
Refi and POA

2010
Plan for the new year
All about IRA's 1
All about IRA's 2
General Topics
Broker vs. RIA
All about IRA's 3
Social Security 101
Tax Law Changes
Inflation?
Tax Extension

2009
Recession vs. Depression
Seeing both Sides
Market Action
SS and Medicare
Stock and Bond funds
Economic Indicators
Unclaimed Property
Savings Bonds
Don't Get Madoffed
The US Dollar
Roth IRA
End of Year

2008
Investing in 2008
IRA beneficiaries
Student Aid
Active vs. Passive funds
Investment Philosophy
Take the finance quiz
Charitable Crooks?
FDIC Protection
Vacation Home tax gains
Economic reality
Rebuilding
Keynesian economics

2007
ETF's vs. Mutual Funds #1
ETF's vs. Mutual Fds #2
Basics of Life Insurance
Credit Crunch
EGTRRA tax act
Social Security basics
AMT (alt min tax)

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The Advisory Firm, LLC is a fee-only independent Financial Advisor, Certified Financial Planner (CFP) located in Alpharetta, GA serving clients throughout metro Atlanta.