What are your goals for 2025?

What are your goals for 2025?

Dear Friends, 2025 is the year to focus on implementing financial planning strategies that can serve you well for decades to come! We have included in this week’s newsletter a number of financial goals to consider for 2025. As you give thought to the future, please...
Weekly Wrap: Setting the Stage

Weekly Wrap: Setting the Stage

Dear Friends, As the stock market wrapped up a strong 2024, and we look ahead to 2025, the economic foundation remains stable. Corporate profits are rising, and the Federal Reserve (Fed) is expected to continue cutting rates next year, which will likely keep the...