Quarterly investment newsletters used to bring dread to my heart. They were my responsibility at my practice, but they weren’t my favorite thing to do. The deadline made everything more difficult, if not impossible.

Over the past few years, we’ve changed our approach to newsletters. The introduction of a blog boosted content available for the missive and multiplied one newsletter into two with plans for a third. We send clients a monthly email with financial planning topics and practice news, a quarterly investment newsletter, and have plans for a semiannual piece for centers of influence.

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