CHA Newsletter

Each month we issue a newsletter to our clients to keep them updated on the latest market trends and help them manage their personal finances.  Have a look at our latest newsletters below.


First Quarter 2015
Feb 2015
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2nd Quarter 2014
Jun 2014
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3rd Quarter 2013
Sep 2013
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2nd Quarter 2013
May 2013
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January 2013 Special Tax Edition
Jan 2013
New Act Changes Many Individual Tax Provisions Read More


2nd Quarter 2012
May 2012
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1st Quarter 2012
Feb 2012
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4th Quarter 2011
Nov 2011
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Third Quarter 2011
Aug 2011
Back to School - Saving and Investing for College Read More


Second Quarter 2011
May 2011
Why and How to Diversify Your Stock Portfolio Read More


First Quarter 2011
Mar 2011
Municipal bond tips and smart ways to deal with debt. Read More


Third Quarter 2010
Sep 2010
Coming to terms with stocks and the financial aspects of a death. Read More


Second Quarter 2010
Jun 2010
Revisit your asset allocation and reassess your risk tolerance. Read More


First Quarter 2010
Jan 2010
How to find a balance between risk and return and how to go about reviewing your insurance plan. Read More


Fourth Quarter 2009
Nov 2009
Learn about the benefits of setting up a Roth IRA and how to review your current retirement plans. Read More


4th Quarter 2013
Nov -0001
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3rd Quarter 2014
Nov -0001
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4th Quarter 2014
Nov -0001
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