News & Resources

Notes from the Valley

Below are recent copies of the Notes from the Valley newsletter. 

October 2016

September 2016

August 2016

July 2016

June 2016

May 2016

April 2016

March 2016

February 2016

January 2016


December 2015

November 2015

October 2015

Sept. 2015

August 2015

July 2015

June 2015

May 2015

April 2015

March 2015

February 2015

January 2015

December 2014

November 2014

October 2014

September 2014

August 2014

June 2014 

July 2014



Below are resources that include, but are not limited to, updates about specific planning issues, concepts, and current events. Additionally, we will post general resources that have been updated due to changes in government regulations or laws that may impact you.


New Reports Show Challenging Financial Outlook for Social Security and Medicare

Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs.  This year's reports, released on April 23, 2012, show that both programs face urgent financial challenges that should be addressed as soon as possible.





Prospects for Europe in the Third Quater

The ongoing political turmoil in Greece and the prospect of a wider Spanish bailout promise to bring heightened uncertainty to European markets in the third quater of 2012.