Monthly Newsletter Archive

March Market Update

Silicon Valley Bancorp

February Market Update

January Market Update

Debt Ceiling Update

2022 Year End Market Review

Important Tax Updates

Potential Tax Increases Ahead - What You Need to Know

January Tax Update - 2022

April Tax Update - 2021

Planning Insights

Value of Rate Fixed Debt - Rising Rate Environment

(Bloomberg Opinion)

Financial Planning Questionnaire

Estate Planning Questionnaire

Financial Model Sample: Living Balance Sheet

TOMORO: Retirement Plan Comparison

History of the Margin Tax Bracket

Black Rock: Staying Calm Amid Market Volatility

Dimensional: Cost of Trying to Time the Market

Franklin Templeton: Reward of Long-Term Investing

An Introduction to Guardian Life Insurance Company

Financial Strength with the Guardian Advantage

Building an Effective Retirement Portfolio with Guardian

JP Morgan: Annuities Improve Outcomes

PFau: Role of Whole Life Insurance in a Lifetime Financial Plan

Vanguard: Advisors Alpha- Quantifying the Value of a Financial Professional

This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation. Securities products and advisory services offered through Park Avenue Securities LLC (PAS) member FINRA www.finra.org, SIPC www.sipc.org. OSJ: 2111 Route 34 Wall, NJ 08736 732.528.4800. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Tomoro is not an affiliate of subsidiary of PAS or Guardian. 2020-113597 12/22

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