Financial Update for the Week of February 20, 2024 Major U.S. equity Indexes traded slightly lower last week as investors interpreted hotter-than-expected wholesale and consumer pricing inflation data for January. Last week's …
S&P 500 sets new record
Financial Update for the Week of February 12, 2024 The broader major U.S. stock indexes kept chugging along last week, with the S&P 500 making fresh highs and closing above 5,000 for the first time in history. Last week’s …
Tax Season Kick-Off
February Letter of the Month I hope this message finds you well. As the tax filing season gets underway, I’m reaching out to all of my clients regarding the deadlines for individual and business income tax …
Important Security Notice: Protecting Against Scams Targeting the Elderly
Special Newsletter I hope this message finds you well. We are writing to you today with a vital message regarding recent scams that have been targeting the elderly, and it's essential to stay vigilant to protect yourself and …
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Start of 2024 Rewards Long-Term Investors
Weekly Update February 6, 2024 The verbal statement indicating that a March rate cut is not likely poured some water on the fire of potentially overly enthusiastic stock market bulls as the major averages pulled back during …
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Episode 2: Questions for Your Prospective Advisor
In episode 2 we answer your questions about how to hire your financial planner. We also discuss the Investment Policy Statement and how to make sure you and your advisor stay on the same page. …
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This Week’s Financial News
It's no secret that inflation is with us in a big way. We can look at the consumer price index and see it was up 7 1/2% in January following a 7% rise in December.But we feel inflation more deeply while shopping for what we need. …
Episode 1: The Retirement Lifestyle
In episode 1 we examine retirement as a lifestyle, rather than an event. We discuss how the word "busy" has a new definition within this lifestyle. Our audience question is about Social Security. We conclude by talking about …