Broker Check

Quarterly Newsletters

Phronesis Wealth Management publishes "Client Connect," our quarterly financial newsletter with practice news, updates for our clients, along with timely and relevant information on the markets, and other financial news.

winter 2024

This quarter's newsletter focuses on some of the changes happening at Phronesis this coming year.

Fall 2023

Fall 2023

Practice and market news, and photos from our annual client Crab Feast!

FALL 2023 NEWSLETTER
Spring 2023

Spring 2023

Practice news and new resources, market insights, and some food for thought.

SPRING 2023 NEWSLETTER
Winter 2023

Winter 2023

What do we believe is moving the markets? What's new in AccountView 2.0?

WINTER 2023 NEWSLETTER
Fall 2022

Fall 2022

Our name change, new team member Christine Zawrotuk, and other practice news.

FALL 2022 NEWSLETTER
Fall 2021

Fall 2021

Information on consumer spending and inflation, and staff spotlight: Barbara Morgan.

FALL 2021 NEWSLETTER
Spring 2021

Spring 2021

Is inflation on the horizon? Congratulations Paul and Julia Weaver on your marriage!

SPRING 2021 NEWSLETTER
Winter 2021

Winter 2021

Looking ahead , the national debt, financial definitions and staff spotlight: Joran Malloy.

WINTER 2021 NEWSLETTER
Fall 2020

Fall 2020

Practice updates, how to take advantage of low interest rates, and financial definitions.

FALL 2020 NEWSLETTER
Spring 2020

Spring 2020

Adjusting to Coronavirus and information on what happens when the bear market ends.

SPRING 2020 NEWSLETTER
Winter 2020

Winter 2020

Jordan Malloy joins our team as Client Relations Coordinator, and information on the Secure Act.

WINTER 2020 NEWSLETTER
Summer/Fall 2019

Summer/Fall 2019

A summer recap, AccountView sign-up information, and some financial definitions.

FALL 2019 NEWSLETTER
Spring 2019

Spring 2019

Practice updates, ways to spring clean your health, and staff spotlight: Barbara Morgan.

SPRING 2019 NEWSLETTER