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Newsletters- 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.
- Weekly Market Snapshot
Distributed every Friday, this is a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.
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Janet Sperling WMS Wealth Management Specialist Associate Vice President, Investments
400 Madison Drive Suite 220 Sarasota, FL 34236 Phone: 941-388-1009 Fax: 941-388-5126 Toll-Free: 866-838-1009 Contact Us
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