Financial Planning Commentary
Newsletter Archive
Every edition of the Tilia Financial Planning newsletter — from our founding through today. Jargon-free commentary on markets, tax planning, and multigenerational wealth.
22 editions
← Back to InsightsFirm Update
48th EditionReflecting on 15 Years
June 2026
Markets
47th EditionChoosing Resilience Over Rhetoric
March 2026
Stock Spotlight
46th EditionVisa, Inc. (V) Spotlight
December 2025
Tax Planning
45th Edition"OBBBA" Overview
September 2025
Markets
44th EditionPlaying the Hand That We Are Dealt
June 2025
Investing Philosophy
43rd EditionWhen Markets Move Fast, Do the Opposite
April 2025
Markets
42nd EditionTilia Spring 2025 Update
March 2025
Markets
41st Edition2024 Year in Review & Looking Ahead to 2025
December 2024
Markets
40th EditionElection Year Investing: Why Politics Matter Less Than You Think
September 2024
Markets
39th EditionTilia Summer 2024 Update
June 2024
Markets
38th EditionWill 2024 Bring a Soft Landing for the Economy?
December 2023
Investing Philosophy
37th EditionReflecting on 15 Years of Investing: Lessons Learned
September 2023
Markets
36th EditionFive Things We've Learned Since the Last Newsletter
June 2023
Markets
35th EditionThe Banking Crisis: Lessons from the Fall of Silicon Valley Bank
April 2023
Markets
34th EditionBear Market Opportunities: Setting Yourself Up for Strong Returns
October 2022
Investing Philosophy
33rd EditionStop Reading the Headlines: Why Long-Term Investments Win in the End
July 2022
Markets
32nd EditionAre We Headed for a Recession? Why the Federal Reserve Keeps Raising Interest Rates
May 2022
Markets
31st EditionRising Interest Rates' Impact on Stock Performance
February 2022
Markets
30th EditionInvestors Should Set Expectations Low in 2022
December 2021
Markets
29th EditionThe Rise of "Buy Now Pay Later"
September 2021
Tax Planning
28th EditionBiden Administration Proposed Tax Changes
June 2021
Markets
27th EditionWhy The Post-Pandemic Market Is Taking Off
March 2021
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