The Quarterly Report

We would be honored to have you as a part of the Hunt Country Wealth Management family. We share news with our clients on a quarterly basis through our printed company newsletter: The Quarterly Report. Newsletter information will include industry news, company events and articles we think may be of interest to you. If you would like to see a topic covered or have a question please drop us a line. To join our newsletter mailing list please fill out the contact us form below.  Articles are written by financial advisor Chris Merchant CFP®, BFA® and team for distribution by Hunt Country Wealth Management.

Past Newsletters

The Quarterly Report

Volume 2, Issue 3 2019 Quarterly Newsletter

  • In This Issue: 2 x 3 x 10 x 7 x 52 x 20, Photo Contest Results, Estate Planning Misconceptions, Old Town Halloween Faire, Why Retirement Planning is More Than a Number, Boo! Don’t Be Spooked by Your Finances. 

Volume 2, Issue 2 2019 Quarterly Newsletter

  • In This Issue: The Humble Roth IRA Gains Popularity, Summer Pet Contest, Protecting Your Identity Online, RMDs Demystified, On Investing Well Book Available, Client Appreciation Event Photos. 

Vol 2, Issue 1 2019 Quarterly Newsletter

  • In This Issue: Three Retirement-Planning Lessons from Sun Tzo’s The Art of War, On Investing Well: Book Update, Apple Blossom Wine & Design Party, When to Take Social Security Benefits, Apple Blossom Queen’s Dinner, NextPhase™ Retirement Planning. 
  • Volume 1 Issue 4 2018

    • In This Issue: 2019 Women’s Choice Award® Financial Advisor Recipient, What Would You Do Differently If You Had to Prepare for Retirement, How to Handle Market Declines, What Comes First: Saving for Retirement, College or Paying Off the Mortgage? and Toys for Tots. 
  • The Quarterly Report Newsletter, Vol 1, Issue 3 2018
    • In This Issue: The Longest Bull Market in History, 3 Things You Can Use a 529 For, New Weekly Market Commentary Email, What is ‘Behavioral Finance’?, Upcoming Workshops, Chris’s New Book: On Investing Well. 

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