INVESTMENT NEWSLETTERS
Please click on the newsletter name to view.

Financial Journeys - Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.

Successful Women - Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.

Small Business Dimensions - Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.

Weekly Market Snapshot - Distributed every Friday, a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.

GENERAL LINKS

HEALTH & WELLNESS

WWW.CFHLL.COM
Center for Healthy Living & Longevity – The official site for Dr. Pamela W. Smith M.D., MPH. Offers news, articles, events and more on living a healthy lifestyle.

WWW.HEALTHINAGING.COM
AGS Foundation for Health in Aging – founded by the American Geriatrics Society, this site offers education, advocacy and other resources on elder issues.

WWW.CAREMANAGER.COM
National Association of Geriatric Care Managers – offers links and resources all over the country for professionals and for caregivers.

WWW.CMS.HHS.GOV
Centers for Medicare & Medicaid – Offers information on everything from coverage and eligibility requirements to laws, waivers, acronyms and contacts.

ENTERTAINMENT & LIFESTYLE

WWW.GOPHILA.COM
Find everything about Philadelphia here from shopping to restaurants to hotels to upcoming events and things to do.

WWW.EONS.COM
A babyboomer website with information on health/wellness, movie/book reviews and a tool for creating your own personalized "lifepath".

WWW.RESTAURANTS.COM
Offers information on restaurants throughout the US.

WWW.VRBO.COM
Vacation Rentals By Owner – This site offers services for owners to rent their vacation property and for those looking to rent properties for vacation.

SOCIALLY RESPONSIBLE INVESTING

WWW.SOCIALINVEST.COM
Social Investment Forum – information on Socially Responsible Investing with recent news and trends in the industry.

WWW.SOCIALLYRESPONSIBLE.ORG
A website dedicated to providing tools and resources for responsible living.

EDUCATION/529 PLANNING

WWW.SAVINGSFORCOLLEGE.COM
Your college resource and "1-stop shopping".

WWW.COLLEGESAVINGS.ORG
A website with information on 529 College Savings Plans for any state and common Questions & Answers.

MISCELLANEOUS

WWW.JUSTGIVE.ORG
This website is your "1-stop shop" for finding charities/organizations that are dedicated to the causes that you care about most.

WWW.SOCIALSECURITY.GOV
Official website of the US Social Security Administration

WWW.RAYMONDJAMES.COM
Official site of Raymond James