by admin | Jan 10, 2025 | Financial Planning
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...
by admin | Jan 3, 2025 | Market Outlook, Weekly Wrap
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...
by admin | Dec 20, 2024 | Market Outlook, Weekly Wrap
Dear Friends, Looking back on 2024, it clearly echoed many of the themes from 2023. There were some brief economic growth scares along the way, but the broader economy continued to defy expectations and surprised once again to the upside. As 2025 approaches, there are...
by admin | Dec 6, 2024 | Market Outlook, Weekly Wrap
Dear Friends, Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. The U.S. economy continued its steady run...
by admin | Nov 22, 2024 | Market Outlook, Weekly Wrap
Dear Friends, Whether you make a New Year’s resolution or simply make a ‘to-do’ list each January, we thought we could help you stay organized with important financial planning considerations in the new year. Taking on all aspects of financial planning at one time may...
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