Financial Briefs Letter

Below are links to our Financial Briefs Newsletter. A variety of topics are covered, such as discussions about retirement planning, estate planning, investment topics, tax issues with investments and retirement plans, insurance topics, etc.

We hope you find these useful, and as always, please contact us if you wish to discuss how a topic might apply to your individual circumstances. The documents are in pdf format.

Securities offered through Southeast Investments NC, Inc. Member FINRA, SIPC. OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217. 704-527-7873.

Check the background of this investment professional on FINRA's BrokerCheck.

2018 Newsletters

January - February 2018

March - April 2018

May - June 2018

July - August 2018

September - October 2018

November - December 2018

2019 Newsletters:

January - February 2019

March - April 2019

May - June 2019

July - August 2019

September - October 2019