Newsletters
THE NAVIGATOR: NEWS FROM TEAM FAS
Every quarter, the FAS Team offers insights, tips and suggestions for "Navigating Life's Experiences" in your financial world. We'll share personal guidance from our firm's leadership for every phase in your life, as well as up to date news about our team, special events, and event a client or two.
You can download past editions of "The Navigator" via the links below, and to receive the newest edition in your inbox each quarter, you can register to receive our newsletter mailing list via the form on the right!
The Navigator: August 2023 (PDF)
"Young Adult Estate Planning: Protecting Your Child by Preparing Critical Documents"
The Navigator: April 2023 (PDF)
"SECURE Act 2.0 & QCDs"
The Navigator: December 2022 (PDF)
"Lots to Celebrate at FAS!"
The Navigator: August 2022 (PDF)
"Feeling the Squeeze: Managing Through Inflation & Market Volatility"
The Navigator: April 2022 (PDF)
"College Funding: The 411 on 529s"
The Navigator: December 2021 (PDF)
"Wishing You the Joy of Presence"
The Navigator: August 2021 (PDF)
"Are We Post Pandemic?"
The Navigator: May 2021 (PDF)
"Is a Refinance the Right Recourse?"
The Navigator: December 2020 (PDF)
"Merry Christmas from Team FAS!"
The Navigator: July 2020 (PDF)
"The SECURE Act & Updates from the FAS Office"
The Navigator: February 2018
"The Tax Cuts and Jobs Act"
"20 Something? Don't Hope... Plan: Financial Guidance for Young People in the Foundation Building Phase of Their Lives."
"The Gifting Season: Follow These Gifting Guidelines When Planning Your Year End Charitable Donations of Gifts to Family"
"Election Year Investing: How Changes in Washington Have Historically Affected Market Cycles."