Day & Ennis keeps you informed.


Here are the archived editions of our quarterly newsletters. If you would like to receive the current newsletters at the same time as our clients, we’ll be happy to send them to you at no charge. Just go to the Newsletter Sign-Up page.

First Quarter 2023 — How To Use This Newsletter To Build Your Wealth; New Retirement Rules Impact All Ages & Incomes; The Great Paradox Of Equity Investing; The Warren Buffet Of The Early 1900s Was A Woman: The Inspiring Story Of Hetty Green; Developing Portfolio Return Expectations; Take Care With Self-Directed IRAs.

Fourth Quarter 2022 —  Congratulations To Autumn; Retirement Realities Are Grim For Many Americans; Year-End Tax Planning Reminders; A Timely Reminder Of Why You Take Stock Risk; Bracing For Recession In A Bear Market; A Framework For Investing For Life.

Third Quarter 2022 — Welcome, Matthews and Congratulations to Lizzie; 20 Year-End Planning Tips To Slash Your 2022 Taxes; A Caution About Calling IRA Custodians; Answering Some Difficult Personal Financial Questions; Where Your Money Goes When You Die; Financial History Is Crucial To Investing.

Second Quarter 2022 — Getting A Good Estate Planning Result Is Hard; Managing Your Wealth; IRA Strategies For 60 To 72 Year Olds; New Research Warns Consumers On Long-Term Care Policies; Making A Life-Changing Difference To Loved Ones; “Simplification” Of College Financial Aid Requires Attention Now.

First Quarter 2022 — Why Professional Financial Advice Has Grown More Important; Pre-Retirees: Here’s How To Catch Up On Retirement Saving; Make This Financial Resolution For 2022; 2022 Estate & Gift Tax Planning; Special Report: Long-Term U.S. Equity Investments & Demographics; Rebalancing Helped Since Covid Struck.

Fourth Quarter 2021 — Omicron Variant: What It Means For Investors?; An In-Depth Report For Investors On Key Economic Fundamentals; Why Now’s A Great Time For A Financial Crisis Plan; A Framework For Investing For Life; A crucial Investment Lesson From A Difficult 20 Years; Dealing With Financial Fear.

Third Quarter 2021 — A Financial Planning Accident Waiting To Happen; Retirement Planning Alert For Current Financial Circumstances; Tax Alert For High Income And High Net Worth Individuals; Dealing With Financial Fears; Confounding Valuations Of The Largest Five Companies In S&P 500; Making A Financial Transition? Answer These Five Questions.

Second Quarter 2021 — Your Financial Psychology Under Current Conditions; Going Out On Your Own Terms: Six Key Documents In An Estate Plan; Do The Top 1% In Income Pay Enough Income Tax?; Stock Market Trend Report; Two Observations That May Make Higher Taxes Easier To Bear; A Tax And Financial Planning Opportunity Is About To Close.

First Quarter 2021 — Counseling You On Financial Risks At Pivotal Moments; The Cost Of Not Having A Financial Plan Is Surging; View Investment Through A Historical Lens; An Investor Insurrection, The GameStop Incident Could Result In Jailtime For Its Leaders; Equity Risk Premium Grew Wider And More Important; An Independent Investment Idea To Remember In 2021.

Fourth Quarter 2020 — Beware of “Choice Architecture” When Making Decisions About Health, Wealth And Happiness; Earning The Equity Premium Return Of 5.75%; Three Easy Ways To Increase Your Chance Of Financial Success; Private Wealth’s Perfect Storm; Education Tax Credits Primer; Confronting Mortality’s Details.

Third Quarter 2020 — Meet Our New Team Members; A Five-Point Covid Diagnostic For Family Wealth Management; Financial And Tax Planning For The Long Run; Confronting Mortality’s Details; Covid, The Fed & American Exceptionalism; Business Owner Alert: Main Street Lending Program Offers Covid Aid.

Second Quarter 2020 — Main Street vs Wall Street; Financial Planning For The Long Run Amid The COVID-19 Epidemic; Coronavirus Tax Planning Alert; Expect An Outbreak Of Financial Fraud; A Primer On Setting Up A Trust Fund; The Federal Reserve’s Powerful New Toolset.

First Quarter 2020 — Repeated Tax Reforms Raise The Risk Of Doing Nothing; Study: Wall Street’s Tactical Methodology Isn’t Working; Exceptions To The New Rule On Inherited IRAs; Three Major Investing & Tax Planning Trends For 2020; Financial Lifeboat Drill For Mustering In Emergencies; Boomers Working Past Age 65 Are A Surprise Boost.