Market Commentary

Monthly Market Review: November - 12/2/2020
Monthly Market Review: October - 11/4/2020
Quarterly Market Review: July - September - 11/4/2020
Monthly Market Review: July 2020 - 8/3/2020
Quarterly Market Review: April - June 2020 - 7/2/2020
Monthly Market Review: May 2020 - 6/2/2020​
Monthly Market Review: April 2020 - 5/1/2020​
​Quarterly Market Review: January - March 2020 - 4/7/2020
Monthly Market Review: February 2020 - 3/1/2020

Articles & White Papers

2020 Year End Tax Planning - 12/2/2020
Understanding Risk - 6/4/2020
Use Your Annuity to Pay for Long-Term Care Insurance - 6/2/2020
Long-Term Care Annuities - 6/2/2020
Receiving Unemployment Benefits -   5/8/2020
Starting or Buying a Business - 5/8/2020
Coping with Market Volatility - 5/4/2020
​​Watch out for Coronavirus Scams - 4/27/2020
How the Virus Transformed the Way Americans Spend Their Money - 4/11/2020
You Now Have Until July 15th to Save in Your IRA & Health Savings Accounts - 4/7/2020
CARES Act Provides Relief for Individuals and Businesses - 4/7/2020
Due Date for Federal Income Tax Returns and Payments Postponed to July 15 - 4/2/2020
MOSAIC RETIREMENT PLANNING, LLC
7200 S. Alton Way, Suite B290
Centennial, CO  80112
Ph. (720) 617-4400
Em. info@mosaicretirement.com
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Investment Advisory services offered through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Mosaic Retirement Planning, LLC are unaffiliated entities.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19144 - 2019/8/15

The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.