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Financial Focus Archive

Each quarter, our newsletter team solicits and edits articles from our members to use in our Financial Focus newsletter. You can choose from several options to customize this newsletter for your practice or select articles to use in your own newsletter. Below are some recent issues of Financial Focus.

2011 Winter Financial Focus (PDF)
 2011 Fall Financial Focus (PDF)
2011 Summer Financial Focus (PDF)
2011 Spring Financial Focus (PDF)

  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

    Erin Baehr

Do you offer tax prep services to your financial planning clients?

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