REsource center

We continuously strive to add value to our client relationships, and we take our role as educators seriously. Our clients receive informative and insightful materials tailored to their specific interests and needs. We do our best to keep clients informed, but not inundated with extraneous information.

Architecture, of all the arts, is the one which acts the most slowly, but the most surely, on the soul.
— Ernest Dimnet, noted author

We have created this online Resource Center to provide our clients and others with access to important articles, research, commentary, and other materials. Our goal is to highlight key pieces that we believe clients will find particularly informative.

The general educational material we offer here is a supplement to the highly personalized discussions we have with each of our clients.

To share feedback or ask questions about these resources, please contact us directly.


NEWSLETTERS

FinArc offers its clients access to educational and informational content. In addition to other materials, FinArc’s clients receive a quarterly newsletter, Building Capital, which addresses a variety of wealth management, tax, and investment topics. 

Building Capital - A FinArc Investments Newsletter

  • 2018 Third Quarter

    • Have You Made Any of These Financial Mistakes?

    • Tax Benefits of Homeownership After Tax Reform

    • Building Confidence in Your Strategy for Retirement

  • 2018 Second Quarter

    • What's Your Money Script?

    • The Standard Deduction and Itemized Deductions After Tax Reform

    • The College Landscape After Tax Reform

  • 2018 First Quarter

    • Should You Buy Your Own Office Space?

    • Key Retirement and Tax Numbers for 2018

    • Don't Wait to Ask Aging Parents These Important Questions

  • 2017 Fourth Quarter

    • For Women, a Pay Gap Could Lead to a Retirement Gap

    • Does Your Business Need a Buy-Sell Agreement?

    • Managing Debt While Saving for Retirement

  • 2017 Third Quarter

    • Working in Retirement: What You Need to Know

    • Kickstart Your College Fund with a 529 Plan

    • Test Your Investing IQ

  • 2017 Second Quarter

    • Four Numbers You Need to Know Now

    • Spring Cleaning Your Finances

    • Converting Retirement Savings to Retirement Income

  • 2017 First Quarter

    • Investing That Makes an Impact

    • Tax Tips for the Self-Employed

    • Grandparents Can Help Bridge the College Cost Gap