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Newsletters

Quarterly Market Insights | Sept 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • What Investors May Be Talking About
  • By the Numbers: Back-to-School
  • ….and more!

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Quarterly Market Insights | Aug 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • Inflation Power
  • AI in the News
  • ….and more!

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Quarterly Market Insights | July 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • April Set the Tone
  • A Volatile May
  • ….and more!

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Quarterly Market Insights | June 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • Choppy Early
  • Eyes on Jobs
  • ….and more!

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Quarterly Market Insights | May 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • Sector Highlights
  • Mother’s Day: By-the-Numbers
  • ….and more!

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Quarterly Market Insights | April 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • By the Numbers: Outdoor Recreation
  • ….and more!

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Quarterly Market Insights | March 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • AI Disruption
  • Geopolitical Tensions
  • ….and more!

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Quarterly Market Insights | February 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • A Choppy Rise
  • Canada Recap
  • ….and more!

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Quarterly Market Insights | January 2026

Topics covered in this newsletter include:

  • U.S. and Canadian Markets
  • October Shutdown
  • Late-Month November Rally
  • ….and more!

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2025 Q1 Newsletter

Topics covered in this newsletter include:

  • U.S. Markets
  • What Investors May Be Talking About in April
  • By the Numbers: Gardening
  • World Markets, Indicators, The Fed

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2024 Q3 Newsletter

Topics covered in this newsletter include:

  • Retiring Wild: National Parks and You
  • What Can You Buy With 529 Distributions?
  • Who Is Your Trusted Contact?
  • Pickleball in Retirement

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2024 Q2 Newsletter

Topics covered in this newsletter include:

  • Important Birthdays Over 50
  • Women and Wealth: A Pivot Towards Retirement
  • Volunteering in Retirement
  • Texting Bettendorf Financial Team Members

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2024 Q1 Newsletter

Topics covered in this newsletter include:

  • Things You Can Do for Your Future as the Year Unfolds
  • When Should You Take Social Security
  • A Decision Not Made Is Still a Decision
  • 2023 IRA Deadlines Are Approaching

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